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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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All positions including Microsoft Corporation held by Heirloom Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Microsoft Corporation by Heirloom Wealth Management

Quarter filed Position value Share count Share price at filing
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