Ownership history in WealthPLAN Partners, LLC · 39 quarters on record
This page tracks every 13F SEC filing in which WealthPLAN Partners, 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 | 20,278 | -7,237 | -26.3% | 1.47% | $9.8M | $482.52 |
| 2025 Q3 | ADDED | 27,515 | +8,237 | +42.7% | 2.14% | $14.3M | $515.81 |
| 2025 Q2 | REDUCED | 19,278 | -1,864 | -8.8% | 1.54% | $9.6M | $494.54 |
| 2025 Q1 | ADDED | 21,142 | +586 | +2.9% | 1.12% | $7.9M | $372.54 |
| 2024 Q4 | ADDED | 20,556 | +730 | +3.7% | 1.23% | $8.7M | $417.46 |
| 2024 Q3 | REDUCED | 19,826 | -800 | -3.9% | 1.15% | $8.5M | $425.32 |
| 2024 Q2 | ADDED | 20,626 | +524 | +2.6% | 0.99% | $9.2M | $440.99 |
| 2024 Q1 | REDUCED | 20,102 | -1,264 | -5.9% | 0.88% | $8.5M | $414.36 |
| 2023 Q4 | ADDED | 21,366 | +825 | +4.0% | 0.83% | $8.0M | $369.67 |
| 2023 Q3 | ADDED | 20,541 | +4,978 | +32.0% | 0.75% | $6.5M | $309.77 |
As of 2025 Q4 — sorted by position size