Pacific Wealth Management »

Microsoft Corporation shares owned by Pacific Wealth Management

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Pacific Wealth Management from 13F filings

Historical chart of Pacific Wealth Management investment in Microsoft Corporation

Tip: Access up to 7 years of quarterly data

All positions including Microsoft Corporation held by Pacific Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Microsoft Corporation by Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $293k 780 376.03
2023-12-31 $293k 780 376.03
2023-09-30 $246k 779 315.62
2023-06-30 $265k 777 340.70
2023-03-31 $224k 776 288.31
2022-09-30 $277k 1.2k 232.97

More positions owned by Pacific Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Abbvie (ABBV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Select Sector Spdr Tr Communication (XLC)
Abbott Laboratories (ABT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
General Dynamics Corporation (GD)

View all positions for Pacific Wealth Management

Top funds holding Microsoft Corporation

Vanguard Group
BlackRock
FMR
Geode Capital Management
T. Rowe Price Associates
Jpmorgan Chase & Co
Morgan Stanley
Northern Trust
Bank of America Corporation
Bank of New York Mellon
Legal & General Group
Wellington Management Company
Nuveen Asset Management
Goldman Sachs Group
Charles Schwab Investment Management

View all funds holding Microsoft Corporation