Ownership history in WT Wealth Management · 24 quarters on record
This page tracks every 13F SEC filing in which WT Wealth Management 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 | 18,777 | -317 | -1.7% | 2.61% | $9.1M | $482.52 |
| 2025 Q3 | REDUCED | 19,094 | -317 | -1.6% | 2.85% | $9.9M | $515.81 |
| 2025 Q2 | REDUCED | 19,411 | -1,674 | -7.9% | 2.86% | $9.7M | $494.54 |
| 2025 Q1 | REDUCED | 21,085 | -2,295 | -9.8% | 2.57% | $7.9M | $372.54 |
| 2024 Q4 | ADDED | 23,380 | +2,073 | +9.7% | 3.09% | $9.9M | $417.46 |
| 2024 Q3 | ADDED | 21,307 | +2,832 | +15.3% | 3.20% | $9.0M | $425.32 |
| 2023 Q4 | ADDED | 18,475 | +5,984 | +47.9% | 2.74% | $6.9M | $369.67 |
| 2023 Q3 | ADDED | 12,491 | +2,140 | +20.7% | 1.69% | $3.9M | $309.77 |
| 2023 Q2 | REDUCED | 10,351 | -2,982 | -22.4% | 1.46% | $3.5M | $333.39 |
| 2023 Q1 | ADDED | 13,333 | +867 | +7.0% | 1.66% | $3.8M | $281.63 |
As of 2025 Q4 — sorted by position size