Ownership history in Windsor Advisory Group, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Windsor Advisory Group, 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 | 2,191 | -3,049 | -58.2% | 0.95% | $1.1M | $482.52 |
| 2025 Q3 | ADDED | 5,240 | +3,118 | +146.9% | 2.40% | $2.7M | $515.81 |
| 2025 Q2 | ADDED | 2,122 | +91 | +4.5% | 1.50% | $1.1M | $494.54 |
| 2025 Q1 | REDUCED | 2,031 | -15 | -0.7% | 0.99% | $762K | $372.54 |
| 2024 Q4 | REDUCED | 2,046 | -507 | -19.9% | 1.00% | $862K | $417.46 |
| 2024 Q3 | REDUCED | 2,553 | -774 | -23.3% | 1.24% | $1.1M | $425.32 |
| 2024 Q2 | ADDED | 3,327 | +930 | +38.8% | 2.98% | $1.5M | $440.99 |
| 2024 Q1 | ADDED | 2,397 | +67 | +2.9% | 2.84% | $1.0M | $414.36 |
| 2023 Q4 | REDUCED | 2,330 | -2,304 | -49.7% | 2.61% | $876K | $369.67 |
| 2023 Q3 | REDUCED | 4,634 | -122 | -2.6% | 3.48% | $1.5M | $309.77 |
As of 2025 Q4 — sorted by position size