Ownership history in Wealthquest Corp · 30 quarters on record
This page tracks every 13F SEC filing in which Wealthquest Corp 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 | 12,717 | +629 | +5.2% | 0.46% | $6.2M | $482.52 |
| 2025 Q3 | ADDED | 12,088 | +610 | +5.3% | 0.50% | $6.3M | $515.81 |
| 2025 Q2 | REDUCED | 11,478 | -221 | -1.9% | 0.45% | $5.7M | $494.54 |
| 2024 Q4 | REDUCED | 11,699 | -10 | -0.1% | 0.40% | $4.9M | $417.46 |
| 2024 Q3 | REDUCED | 11,709 | -224 | -1.9% | 0.43% | $4.9M | $425.32 |
| 2024 Q2 | REDUCED | 11,933 | -196 | -1.6% | 0.57% | $5.3M | $440.99 |
| 2024 Q1 | REDUCED | 12,129 | -2,176 | -15.2% | 0.55% | $5.1M | $414.36 |
| 2023 Q4 | REDUCED | 14,305 | -1,026 | -6.7% | 0.60% | $5.4M | $369.67 |
| 2023 Q3 | ADDED | 15,331 | +1,379 | +9.9% | 0.59% | $4.8M | $309.77 |
| 2023 Q2 | REDUCED | 13,952 | -101 | -0.7% | 0.57% | $4.8M | $333.39 |
As of 2025 Q4 — sorted by position size