Microsoft Corporation shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.5M | 18k | 517.94 |
| 2025-06-30 | $9.2M | 18k | 497.42 |
| 2025-03-31 | $7.0M | 19k | 375.39 |
| 2024-12-31 | $7.9M | 19k | 421.50 |
| 2024-09-30 | $10M | 23k | 430.29 |
| 2024-06-30 | $11M | 23k | 446.94 |
| 2024-03-31 | $9.9M | 23k | 420.72 |
| 2023-09-30 | $7.3M | 23k | 315.75 |
| 2023-06-30 | $7.7M | 23k | 340.54 |
| 2023-03-31 | $6.6M | 23k | 288.30 |
| 2022-12-31 | $5.5M | 23k | 239.82 |
| 2022-09-30 | $5.5M | 24k | 232.92 |
| 2022-06-30 | $6.2M | 24k | 256.84 |
| 2022-03-31 | $8.3M | 27k | 308.30 |
| 2021-12-31 | $8.9M | 26k | 336.31 |
| 2021-09-30 | $7.3M | 26k | 281.92 |
| 2021-06-30 | $9.3M | 34k | 270.89 |
| 2021-03-31 | $8.4M | 34k | 246.72 |
| 2020-12-31 | $2.8M | 13k | 222.45 |