Ownership history in WP Advisors, LLC · 27 quarters on record
This page tracks every 13F SEC filing in which WP Advisors, 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 | 16,134 | +1,014 | +6.7% | 1.94% | $7.8M | $482.52 |
| 2025 Q3 | REDUCED | 15,120 | -261 | -1.7% | 1.99% | $7.8M | $515.81 |
| 2025 Q2 | ADDED | 15,381 | +965 | +6.7% | 2.10% | $7.7M | $494.54 |
| 2025 Q1 | REDUCED | 14,416 | -126 | -0.9% | 1.80% | $5.4M | $372.54 |
| 2024 Q4 | REDUCED | 14,542 | -75 | -0.5% | 2.04% | $6.1M | $417.46 |
| 2024 Q3 | REDUCED | 14,617 | -1,649 | -10.1% | 2.30% | $6.3M | $425.32 |
| 2024 Q2 | ADDED | 16,266 | +689 | +4.4% | 2.32% | $7.3M | $440.99 |
| 2024 Q1 | ADDED | 15,577 | +6,500 | +71.6% | 2.15% | $6.6M | $414.36 |
| 2023 Q4 | ADDED | 9,077 | +262 | +3.0% | 1.26% | $3.4M | $369.67 |
| 2023 Q3 | REDUCED | 8,815 | -80 | -0.9% | 1.15% | $2.8M | $309.77 |
As of 2025 Q4 — sorted by position size