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Microsoft Corporation shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Microsoft Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Microsoft Corporation by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $20M 53k 376.04
2023-09-30 $18M 57k 315.75
2023-06-30 $19M 55k 340.54
2023-03-31 $14M 48k 288.30
2022-12-31 $10M 43k 239.82

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Cassaday & Co Wealth Management

Top funds holding Microsoft Corporation

Vanguard Group
T. Rowe Price Associates
Jpmorgan Chase & Co
Norges Bank Investment Management
Bank of America Corporation
Bank of New York Mellon
Wellington Management Company
Legal & General Group
Goldman Sachs Group
Charles Schwab Investment Management
Alliancebernstein
Ubs Global Asset Management Americas
Royal Bank of Canada
Bill & Melinda Gates Foundation Trust
Citadel Advisors

View all funds holding Microsoft Corporation