Microsoft Corporation shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.6M | 9.0k | 517.95 |
| 2025-06-30 | $4.5M | 9.0k | 497.41 |
| 2025-03-31 | $2.9M | 7.9k | 375.39 |
| 2024-12-31 | $3.3M | 7.9k | 421.50 |
| 2024-09-30 | $3.4M | 7.8k | 430.30 |
| 2024-06-30 | $3.6M | 8.0k | 446.95 |
| 2024-03-31 | $2.6M | 6.2k | 420.72 |
| 2023-12-31 | $2.3M | 6.2k | 376.04 |
| 2023-09-30 | $1.9M | 6.1k | 315.75 |
| 2023-06-30 | $2.1M | 6.2k | 340.54 |
| 2023-03-31 | $1.5M | 5.2k | 288.30 |
| 2022-12-31 | $979k | 4.1k | 239.82 |
| 2022-09-30 | $556k | 2.4k | 232.73 |
| 2022-06-30 | $900k | 3.5k | 256.85 |
| 2022-03-31 | $1.1M | 3.6k | 308.25 |
| 2021-12-31 | $703k | 2.1k | 336.36 |
| 2021-09-30 | $440k | 1.6k | 282.23 |
| 2021-06-30 | $384k | 1.4k | 270.80 |
| 2021-03-31 | $334k | 1.4k | 235.54 |
| 2020-12-31 | $311k | 1.4k | 222.30 |
| 2020-09-30 | $294k | 1.4k | 210.15 |
| 2020-06-30 | $285k | 1.4k | 203.72 |
| 2020-03-31 | $221k | 1.4k | 157.97 |
| 2019-12-31 | $224k | 1.4k | 157.64 |