Capital Advisors Wealth Management »

Microsoft Corporation shares owned by Capital Advisors Wealth Management

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Capital Advisors Wealth Management from 13F filings

Historical chart of Capital Advisors Wealth Management investment in Microsoft Corporation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Microsoft Corporation by Capital Advisors Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 29k 517.96
2025-06-30 $14M 28k 497.41
2025-03-31 $11M 29k 375.39
2024-12-31 $11M 25k 421.50
2024-09-30 $10M 23k 430.31
2024-06-30 $10M 23k 446.94
2024-03-31 $9.0M 22k 420.72
2023-12-31 $7.6M 20k 376.04
2023-09-30 $6.4M 20k 315.75
2023-06-30 $6.5M 19k 340.55
2023-03-31 $5.4M 19k 288.30
2022-12-31 $4.4M 19k 239.82
2022-09-30 $4.1M 18k 232.88
2022-06-30 $4.5M 18k 256.81
2022-03-31 $5.3M 17k 308.30
2021-12-31 $5.3M 16k 336.32
2021-09-30 $4.5M 16k 281.93
2021-06-30 $4.3M 16k 270.88
2021-03-31 $3.6M 15k 235.79