MSFT MICROSOFT CORP

Ownership history in Wayfinding Financial, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Wayfinding Financial, LLC reported a position in MICROSOFT CORP (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
15.84% (2024 Q3)
Avg. % of fund
12.04%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 47,947 -462 -1.0% 9.82% $23.2M $482.52
2025 Q3 REDUCED 48,409 -53 -0.1% 10.79% $25.1M $515.81
2025 Q2 REDUCED 48,462 -1,079 -2.2% 11.61% $26.0M $494.54
2025 Q1 ADDED 49,541 +84 +0.2% 8.15% $18.6M $372.54
2024 Q4 REDUCED 49,457 -28 -0.1% 11.14% $20.8M $417.46
2024 Q3 REDUCED 49,485 -685 -1.4% 15.84% $21.3M $425.32
2024 Q2 REDUCED 50,170 -324 -0.6% 12.62% $22.4M $440.99
2024 Q1 REDUCED 50,494 -973 -1.9% 12.13% $20.7M $414.36
2023 Q4 ADDED 51,467 +800 +1.6% 13.17% $19.4M $369.67
2023 Q3 REDUCED 50,667 -850 -1.6% 12.33% $16.3M $309.77
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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