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Microsoft Corporation shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in Microsoft Corporation

Tip: Access up to 7 years of quarterly data

All positions including Microsoft Corporation held by Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Microsoft Corporation by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 2.6k 420.61
2023-12-31 $254k 1.1k 239.80
2023-09-30 $813k 2.6k 315.85
2023-06-30 $429k 1.3k 340.63
2023-03-31 $377k 1.3k 288.36
2022-12-31 $254k 1.1k 239.80
2022-09-30 $194k 833 232.84
2022-06-30 $219k 854 256.74
2022-03-31 $248k 806 308.15
2021-12-31 $585k 1.7k 336.35
2021-09-30 $299k 1.1k 282.01
2021-06-30 $244k 899 271.04
2021-03-31 $214k 908 235.84
2020-12-31 $228k 1.0k 222.32
2020-09-30 $214k 1.0k 210.29
2020-06-30 $300k 1.5k 203.46
2020-03-31 $250k 1.6k 157.71