Microsoft Corporation shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $46M | 109k | 421.50 |
| 2024-09-30 | $29M | 68k | 430.30 |
| 2024-06-30 | $29M | 66k | 446.95 |
| 2024-03-31 | $27M | 64k | 420.72 |
| 2023-09-30 | $18M | 58k | 315.75 |
| 2023-06-30 | $19M | 57k | 340.54 |
| 2023-03-31 | $17M | 60k | 288.30 |
| 2022-12-31 | $16M | 65k | 239.82 |
| 2022-09-30 | $13M | 57k | 232.90 |
| 2022-06-30 | $13M | 52k | 256.83 |
| 2022-03-31 | $16M | 52k | 308.30 |
| 2021-12-31 | $15M | 46k | 336.32 |
| 2021-09-30 | $15M | 53k | 281.88 |
| 2021-06-30 | $14M | 53k | 270.92 |
| 2021-03-31 | $12M | 52k | 235.76 |
| 2020-12-31 | $12M | 54k | 222.43 |
| 2020-09-30 | $11M | 54k | 210.33 |
| 2020-06-30 | $10M | 50k | 203.51 |
| 2020-03-31 | $7.6M | 48k | 157.71 |
| 2019-12-31 | $9.7M | 535k | 18.12 |
| 2019-09-30 | $6.2M | 45k | 139.01 |
| 2019-06-30 | $5.9M | 44k | 133.95 |
| 2019-03-31 | $4.6M | 39k | 117.94 |
| 2018-12-31 | $4.1M | 40k | 101.57 |
| 2018-09-30 | $4.0M | 35k | 114.38 |
| 2018-06-30 | $3.4M | 34k | 98.61 |
| 2018-03-31 | $3.1M | 34k | 91.27 |
| 2017-12-31 | $2.5M | 29k | 85.54 |
| 2017-09-30 | $2.1M | 29k | 74.50 |
| 2017-06-30 | $1.9M | 27k | 68.94 |
| 2017-03-31 | $1.7M | 26k | 65.84 |
| 2016-12-31 | $1.6M | 26k | 62.15 |
| 2016-09-30 | $1.4M | 24k | 57.60 |
| 2016-06-30 | $1.3M | 26k | 51.16 |
| 2016-03-31 | $1.2M | 22k | 55.22 |
| 2015-12-31 | $1.4M | 24k | 55.46 |
| 2015-09-30 | $974k | 22k | 44.27 |
| 2015-06-30 | $797k | 18k | 44.17 |
| 2015-03-31 | $435k | 11k | 40.68 |
| 2014-12-31 | $349k | 7.5k | 46.38 |
| 2014-09-30 | $203k | 4.4k | 46.26 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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