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Microsoft Corporation shares owned by Concentric Wealth Management

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

Historical chart of Concentric Wealth Management investment in Microsoft Corporation

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

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Quarterly reported holdings in Microsoft Corporation by Concentric Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 32k 376.05
2023-09-30 $10M 32k 315.75
2023-06-30 $11M 33k 340.54
2023-03-31 $9.8M 34k 288.30
2022-12-31 $8.1M 34k 239.82
2022-09-30 $7.8M 34k 232.89
2022-06-30 $8.5M 33k 256.83
2022-03-31 $10M 33k 308.30
2021-12-31 $11M 34k 336.32
2021-09-30 $10M 35k 281.92
2021-06-30 $9.9M 37k 270.90
2021-03-31 $8.6M 37k 235.77
2020-12-31 $8.0M 36k 222.42
2020-09-30 $7.7M 37k 210.32
2020-06-30 $7.5M 37k 203.50
2020-03-31 $6.0M 38k 157.70
2019-12-31 $6.1M 39k 157.70
2019-09-30 $5.6M 40k 139.04
2019-06-30 $5.5M 41k 133.96
2019-03-31 $4.9M 42k 117.94
2018-12-31 $4.2M 42k 101.56
2018-09-30 $4.7M 41k 114.36
2018-06-30 $4.2M 43k 98.60
2018-03-31 $4.0M 44k 91.28
2017-12-31 $3.8M 44k 85.54
2017-09-30 $3.5M 48k 74.49
2017-06-30 $3.3M 48k 68.93
2017-03-31 $3.1M 47k 65.86
2016-12-31 $3.1M 49k 62.14