Ownership history in Winch Advisory Services, LLC · 48 quarters on record
This page tracks every 13F SEC filing in which Winch Advisory Services, LLC reported a position in Microsoft Corporation (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 | 39,883 | -787 | -1.9% | 4.27% | $19.3M | $482.52 |
| 2025 Q3 | REDUCED | 40,670 | -240 | -0.6% | 4.74% | $21.1M | $515.81 |
| 2025 Q2 | REDUCED | 40,910 | -873 | -2.1% | 4.97% | $20.3M | $494.54 |
| 2025 Q1 | REDUCED | 41,783 | -224 | -0.5% | 4.15% | $15.7M | $372.54 |
| 2024 Q4 | REDUCED | 42,007 | -536 | -1.3% | 4.61% | $17.7M | $417.46 |
| 2024 Q3 | REDUCED | 42,543 | -412 | -1.0% | 5.06% | $18.3M | $425.32 |
| 2024 Q2 | REDUCED | 42,955 | -423 | -1.0% | 5.49% | $19.2M | $440.99 |
| 2024 Q1 | REDUCED | 43,378 | -448 | -1.0% | 5.57% | $18.3M | $414.36 |
| 2023 Q4 | REDUCED | 43,826 | -431 | -1.0% | 5.47% | $16.5M | $369.67 |
| 2023 Q3 | REDUCED | 44,257 | -1,102 | -2.4% | 5.13% | $14.0M | $309.77 |
As of 2025 Q4 — sorted by position size