Ownership history in Wealth Dimensions Group, Ltd. · 21 quarters on record
This page tracks every 13F SEC filing in which Wealth Dimensions Group, Ltd. 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 16,952 | -167 | -1.0% | 1.63% | $8.2M | $482.52 |
| 2025 Q3 | REDUCED | 17,119 | -216 | -1.2% | 1.82% | $8.9M | $515.81 |
| 2025 Q2 | REDUCED | 17,335 | -787 | -4.3% | 1.90% | $8.6M | $494.54 |
| 2025 Q1 | ADDED | 18,122 | +602 | +3.4% | 1.62% | $6.8M | $372.54 |
| 2024 Q4 | ADDED | 17,520 | +674 | +4.0% | 1.81% | $7.4M | $417.46 |
| 2024 Q3 | ADDED | 16,846 | +629 | +3.9% | 1.84% | $7.2M | $425.32 |
| 2024 Q2 | REDUCED | 16,217 | -355 | -2.1% | 2.07% | $7.2M | $440.99 |
| 2024 Q1 | REDUCED | 16,572 | -455 | -2.7% | 2.06% | $7.0M | $414.36 |
| 2023 Q4 | REDUCED | 17,027 | -778 | -4.4% | 2.03% | $6.4M | $369.67 |
| 2023 Q3 | ADDED | 17,805 | +290 | +1.7% | 2.04% | $5.6M | $309.77 |
As of 2025 Q4 — sorted by position size