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Microsoft Corporation shares owned by Waller Financial Planning Group

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Waller Financial Planning Group from 13F filings

Historical chart of Waller Financial Planning Group investment in Microsoft Corporation

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All positions including Microsoft Corporation held by Waller Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Microsoft Corporation by Waller Financial Planning Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $423k 1.1k 375.92
2023-09-30 $337k 1.1k 315.75
2023-06-30 $374k 1.1k 340.54
2023-03-31 $336k 1.2k 288.30
2022-12-31 $279k 1.2k 239.82
2022-09-30 $318k 1.4k 232.62
2022-06-30 $289k 1.1k 256.43
2022-03-31 $341k 1.1k 308.04
2021-12-31 $366k 1.1k 336.71
2021-09-30 $306k 1.1k 281.51
2021-06-30 $250k 923 270.86
2021-03-31 $218k 923 236.19
2020-12-31 $205k 923 222.10
2020-09-30 $251k 1.2k 210.04
2020-06-30 $240k 1.2k 203.39
2020-03-31 $227k 1.4k 157.64