Microsoft Corporation shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 3.8k | 517.95 |
| 2025-06-30 | $1.6M | 3.2k | 497.41 |
| 2025-03-31 | $1.2M | 3.2k | 375.39 |
| 2024-12-31 | $1.4M | 3.2k | 421.50 |
| 2024-09-30 | $1.4M | 3.2k | 430.30 |
| 2024-06-30 | $1.5M | 3.3k | 446.95 |
| 2024-03-31 | $1.4M | 3.3k | 420.72 |
| 2023-12-31 | $1.6M | 4.2k | 376.04 |
| 2023-09-30 | $1.3M | 4.3k | 315.75 |
| 2023-06-30 | $1.5M | 4.3k | 340.54 |
| 2023-03-31 | $1.3M | 4.4k | 288.30 |
| 2022-12-31 | $1.1M | 4.4k | 239.82 |
| 2022-09-30 | $1.0M | 4.4k | 233.00 |
| 2022-06-30 | $1.1M | 4.4k | 256.80 |
| 2022-03-31 | $1.4M | 4.4k | 308.25 |
| 2021-12-31 | $1.5M | 4.4k | 336.36 |
| 2021-09-30 | $1.2M | 4.4k | 281.96 |
| 2021-06-30 | $1.2M | 4.4k | 270.85 |
| 2021-03-31 | $1.0M | 4.4k | 235.72 |
| 2020-12-31 | $981k | 4.4k | 222.35 |
| 2020-09-30 | $926k | 4.4k | 210.26 |
| 2020-06-30 | $896k | 4.4k | 203.45 |
| 2020-03-31 | $695k | 4.4k | 157.81 |
| 2019-12-31 | $695k | 4.4k | 157.81 |
| 2019-09-30 | $612k | 4.4k | 138.96 |
| 2019-06-30 | $702k | 5.2k | 133.92 |
| 2019-03-31 | $524k | 4.4k | 117.96 |
| 2018-12-31 | $468k | 4.4k | 105.36 |