Ownership history in Wiser Advisor Group LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Wiser Advisor 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 | ADDED | 4,527 | +72 | +1.6% | 2.50% | $2.2M | $482.52 |
| 2025 Q3 | ADDED | 4,455 | +170 | +4.0% | 2.87% | $2.3M | $515.81 |
| 2025 Q2 | ADDED | 4,285 | +172 | +4.2% | 3.70% | $2.1M | $494.54 |
| 2025 Q1 | ADDED | 4,113 | +160 | +4.0% | 2.28% | $1.5M | $372.54 |
| 2024 Q4 | ADDED | 3,953 | +113 | +2.9% | 2.42% | $1.7M | $417.46 |
| 2024 Q3 | ADDED | 3,840 | +308 | +8.7% | 2.47% | $1.7M | $425.32 |
| 2024 Q2 | ADDED | 3,532 | +88 | +2.6% | 2.48% | $1.6M | $440.99 |
| 2024 Q1 | ADDED | 3,444 | +184 | +5.6% | 2.27% | $1.5M | $414.36 |
| 2023 Q4 | INITIATED | 3,260 | — | — | 2.04% | $1.2M | — |
As of 2025 Q4 — sorted by position size