Microsoft Corporation shares owned by Burt Wealth Advisors
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Burt Wealth Advisors
from 13F filings
Historical chart of Burt Wealth Advisors investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9M | 11k | 517.95 |
| 2025-06-30 | $5.7M | 11k | 497.41 |
| 2025-03-31 | $4.3M | 11k | 375.39 |
| 2024-12-31 | $4.9M | 12k | 421.50 |
| 2024-09-30 | $4.9M | 11k | 430.30 |
| 2024-06-30 | $5.1M | 12k | 446.95 |
| 2024-03-31 | $5.0M | 12k | 420.71 |
| 2023-12-31 | $4.3M | 12k | 376.04 |
| 2023-09-30 | $3.8M | 12k | 315.75 |
| 2023-06-30 | $4.2M | 12k | 340.54 |
| 2023-03-31 | $3.7M | 13k | 288.30 |
| 2022-12-31 | $2.9M | 12k | 239.85 |
| 2022-09-30 | $2.8M | 12k | 232.90 |
| 2022-06-30 | $3.2M | 12k | 256.85 |
| 2022-03-31 | $3.8M | 12k | 308.28 |
| 2021-12-31 | $4.0M | 12k | 336.34 |
| 2021-09-30 | $3.4M | 12k | 281.90 |
| 2021-06-30 | $3.3M | 12k | 270.91 |
| 2021-03-31 | $2.8M | 12k | 235.79 |
| 2020-12-31 | $2.7M | 12k | 222.42 |
| 2020-09-30 | $2.6M | 12k | 210.32 |
| 2020-06-30 | $2.5M | 12k | 203.49 |
| 2020-03-31 | $2.0M | 13k | 157.70 |
| 2019-12-31 | $2.1M | 13k | 157.71 |
| 2019-09-30 | $1.8M | 13k | 139.07 |
| 2019-06-30 | $1.7M | 13k | 133.95 |
| 2019-03-31 | $1.5M | 13k | 117.97 |
| 2018-12-31 | $1.0M | 10k | 101.56 |
| 2018-09-30 | $1.2M | 10k | 114.32 |
| 2018-06-30 | $1.0M | 11k | 98.58 |
| 2018-03-31 | $964k | 11k | 91.29 |
| 2017-12-31 | $902k | 11k | 85.58 |
| 2017-09-30 | $768k | 10k | 74.45 |
| 2017-06-30 | $689k | 10k | 68.92 |
| 2017-03-31 | $652k | 9.9k | 65.83 |
| 2016-12-31 | $453k | 7.3k | 62.08 |
| 2016-09-30 | $409k | 7.1k | 57.47 |
| 2016-06-30 | $364k | 7.1k | 51.15 |
| 2016-03-31 | $94k | 7.9k | 11.96 |
| 2015-12-31 | $410k | 7.4k | 55.46 |
| 2015-09-30 | $325k | 7.4k | 44.20 |
| 2015-06-30 | $325k | 7.4k | 44.21 |
| 2015-03-31 | $299k | 7.4k | 40.66 |
| 2014-12-31 | $341k | 7.3k | 46.40 |