Microsoft Corporation shares owned by Heirloom Wealth Management
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Heirloom Wealth Management
from 13F filings
Historical chart of Heirloom Wealth Management investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by Heirloom Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28M | 54k | 517.95 |
| 2025-06-30 | $27M | 54k | 497.41 |
| 2025-03-31 | $20M | 54k | 375.39 |
| 2024-12-31 | $22M | 52k | 421.50 |
| 2024-09-30 | $23M | 54k | 430.30 |
| 2024-06-30 | $23M | 52k | 446.95 |
| 2024-03-31 | $22M | 53k | 420.72 |
| 2023-12-31 | $20M | 54k | 376.04 |
| 2023-09-30 | $17M | 53k | 315.75 |
| 2023-06-30 | $19M | 54k | 340.54 |
| 2023-03-31 | $15M | 53k | 288.30 |
| 2022-12-31 | $11M | 44k | 239.82 |
| 2022-06-30 | $10M | 36k | 282.31 |
| 2022-03-31 | $8.5M | 33k | 261.10 |
| 2021-12-31 | $7.7M | 26k | 296.35 |
More positions owned by Heirloom Wealth Management
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