Ownership history in WEALTH ALLIANCE, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which WEALTH ALLIANCE, LLC reported a position in MICROSOFT CORP COM (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 42,240 | -675 | -1.6% | 2.00% | $20.4M | $482.52 |
| 2025 Q3 | ADDED | 42,915 | +636 | +1.5% | 2.29% | $22.2M | $515.81 |
| 2025 Q2 | REDUCED | 42,279 | -157 | -0.4% | 2.35% | $21.0M | $494.54 |
| 2025 Q1 | ADDED | 42,436 | +2,064 | +5.1% | 1.93% | $15.9M | $372.54 |
| 2024 Q4 | REDUCED | 40,372 | -1,415 | -3.4% | 2.03% | $17.0M | $417.46 |
| 2024 Q3 | ADDED | 41,787 | +553 | +1.3% | 2.15% | $18.0M | $425.32 |
| 2024 Q2 | REDUCED | 41,234 | -2,524 | -5.8% | 2.38% | $18.4M | $440.99 |
| 2024 Q1 | REDUCED | 43,758 | -498 | -1.1% | 2.42% | $18.4M | $414.36 |
| 2023 Q4 | ADDED | 44,256 | +422 | +1.0% | 2.33% | $16.6M | $369.67 |
| 2023 Q3 | REDUCED | 43,834 | -1,760 | -3.9% | 2.18% | $13.8M | $309.77 |
As of 2025 Q4 — sorted by position size