Microsoft Corporation shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Microsoft Corporation
Tip: Access up to 7 years of quarterly data
All positions including Microsoft Corporation held by Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Microsoft Corporation by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 3.4k | 430.28 |
| 2024-06-30 | $1.4M | 3.0k | 446.89 |
| 2024-03-31 | $1.1M | 2.6k | 420.61 |
| 2023-12-31 | $254k | 1.1k | 239.80 |
| 2023-09-30 | $813k | 2.6k | 315.85 |
| 2023-06-30 | $429k | 1.3k | 340.63 |
| 2023-03-31 | $377k | 1.3k | 288.36 |
| 2022-12-31 | $254k | 1.1k | 239.80 |
| 2022-09-30 | $194k | 833 | 232.84 |
| 2022-06-30 | $219k | 854 | 256.74 |
| 2022-03-31 | $248k | 806 | 308.15 |
| 2021-12-31 | $585k | 1.7k | 336.35 |
| 2021-09-30 | $299k | 1.1k | 282.01 |
| 2021-06-30 | $244k | 899 | 271.04 |
| 2021-03-31 | $214k | 908 | 235.84 |
| 2020-12-31 | $228k | 1.0k | 222.32 |
| 2020-09-30 | $214k | 1.0k | 210.29 |
| 2020-06-30 | $300k | 1.5k | 203.46 |
| 2020-03-31 | $250k | 1.6k | 157.71 |
More positions owned by Financial Synergies Wealth Advisors
View all positions for Financial Synergies Wealth Advisors