Ownership history in Wealth Forward, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Wealth Forward, 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 | ADDED | 3,232 | +781 | +31.9% | 0.88% | $1.6M | $482.52 |
| 2025 Q3 | ADDED | 2,451 | +58 | +2.4% | 0.74% | $1.3M | $515.81 |
| 2025 Q2 | ADDED | 2,393 | +231 | +10.7% | 0.80% | $1.2M | $494.54 |
| 2025 Q1 | UNCHANGED | 2,162 | — | 0% | 0.58% | $812K | $372.54 |
| 2024 Q4 | REDUCED | 2,162 | -100 | -4.4% | 0.64% | $911K | $417.46 |
| 2024 Q3 | ADDED | 2,262 | +40 | +1.8% | 0.68% | $973K | $425.32 |
| 2024 Q2 | ADDED | 2,222 | +195 | +9.6% | 0.78% | $993K | $440.99 |
| 2024 Q1 | UNCHANGED | 2,027 | — | 0% | 0.67% | $853K | $414.36 |
| 2023 Q4 | INITIATED | 2,027 | — | — | 0.64% | $762K | — |
As of 2025 Q4 — sorted by position size