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Microsoft Corporation shares owned by Spartan Planning & Wealth Management

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

Historical chart of Spartan Planning & Wealth Management investment in Microsoft Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Microsoft Corporation by Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.6M 12k 376.04
2023-09-30 $1.5M 4.6k 315.75
2022-03-31 $3.1M 10k 308.27

More positions owned by Spartan Planning & Wealth Management

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Cre U S Reit Etf (USRT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Tidal Tr Ii Blueprint Chesap (TFPN)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr Bloomberg Intl T (BWX)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Spartan Planning & Wealth Management

Top funds holding Microsoft Corporation

Vanguard Group
T. Rowe Price Associates
Jpmorgan Chase & Co
Norges Bank Investment Management
Bank of America Corporation
Bank of New York Mellon
Wellington Management Company
Legal & General Group
Goldman Sachs Group
Charles Schwab Investment Management
Alliancebernstein
Ubs Global Asset Management Americas
Royal Bank of Canada
Bill & Melinda Gates Foundation Trust
Citadel Advisors

View all funds holding Microsoft Corporation