Ownership history in WEALTH EFFECTS LLC · 17 quarters on record
This page tracks every 13F SEC filing in which WEALTH EFFECTS 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 16,525 | -141 | -0.8% | 2.50% | $8.0M | $482.52 |
| 2025 Q3 | REDUCED | 16,666 | -283 | -1.7% | 2.78% | $8.6M | $515.81 |
| 2025 Q2 | REDUCED | 16,949 | -749 | -4.2% | 3.15% | $8.4M | $494.54 |
| 2025 Q1 | REDUCED | 17,698 | -1,232 | -6.5% | 2.79% | $6.6M | $372.54 |
| 2024 Q4 | REDUCED | 18,930 | -698 | -3.6% | 2.83% | $8.0M | $417.46 |
| 2024 Q3 | REDUCED | 19,628 | -308 | -1.5% | 2.96% | $8.4M | $425.32 |
| 2024 Q2 | REDUCED | 19,936 | -331 | -1.6% | 3.23% | $8.9M | $440.99 |
| 2024 Q1 | REDUCED | 20,267 | -525 | -2.5% | 3.15% | $8.5M | $414.36 |
| 2023 Q4 | ADDED | 20,792 | +572 | +2.8% | 2.94% | $7.8M | $369.67 |
| 2023 Q3 | REDUCED | 20,220 | -404 | -2.0% | 3.15% | $6.4M | $309.77 |
As of 2025 Q4 — sorted by position size