Microsoft Corporation shares owned by Beacon Harbor Wealth Advisors
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Beacon Harbor Wealth Advisors
from 13F filings
Historical chart of Beacon Harbor Wealth Advisors investment in Microsoft Corporation
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All positions including Microsoft Corporation held by Beacon Harbor Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Microsoft Corporation by Beacon Harbor Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $955k | 2.0k | 483.62 |
| 2025-09-30 | $1.0M | 2.0k | 517.95 |
| 2025-06-30 | $987k | 2.0k | 497.41 |
| 2025-03-31 | $744k | 2.0k | 375.39 |
| 2024-12-31 | $835k | 2.0k | 421.50 |
| 2024-09-30 | $883k | 2.1k | 430.31 |
| 2024-06-30 | $831k | 1.9k | 446.77 |
| 2024-03-31 | $6.4M | 15k | 420.71 |
| 2023-12-31 | $5.7M | 15k | 376.06 |
| 2023-09-30 | $1.0M | 3.2k | 315.76 |
| 2023-06-30 | $840k | 2.5k | 340.49 |
| 2023-03-31 | $692k | 2.4k | 288.33 |
| 2022-12-31 | $1.3M | 5.4k | 239.81 |
| 2022-06-30 | $1.4M | 5.4k | 256.85 |
| 2022-03-31 | $1.7M | 5.4k | 308.33 |
| 2021-12-31 | $6.2M | 19k | 336.30 |
| 2021-09-30 | $1.3M | 4.5k | 282.00 |
| 2021-06-30 | $1.2M | 4.4k | 270.97 |
| 2021-03-31 | $1.0M | 4.4k | 235.66 |
| 2020-12-31 | $969k | 4.4k | 222.35 |
| 2019-12-31 | $2.3M | 15k | 157.67 |
| 2019-09-30 | $2.1M | 15k | 141.56 |
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