Microsoft Corporation shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 5.8k | 517.98 |
| 2025-06-30 | $2.5M | 5.1k | 497.44 |
| 2025-03-31 | $2.0M | 5.4k | 375.41 |
| 2024-12-31 | $2.2M | 5.3k | 421.52 |
| 2024-09-30 | $2.3M | 5.4k | 430.32 |
| 2024-06-30 | $2.3M | 5.1k | 446.98 |
| 2024-03-31 | $2.3M | 5.4k | 420.72 |
| 2023-12-31 | $1.9M | 5.0k | 376.04 |
| 2023-09-30 | $1.5M | 4.8k | 315.75 |
| 2023-06-30 | $1.5M | 4.4k | 340.54 |
| 2023-03-31 | $1.4M | 4.8k | 288.30 |
| 2022-12-31 | $1.1M | 4.6k | 239.82 |
| 2022-09-30 | $1.0M | 4.4k | 232.94 |
| 2022-06-30 | $1.1M | 4.3k | 256.94 |
| 2022-03-31 | $1.3M | 4.3k | 308.29 |
| 2021-12-31 | $1.4M | 4.3k | 336.36 |
| 2021-09-30 | $1.1M | 4.0k | 281.80 |
| 2021-06-30 | $1.1M | 4.0k | 270.86 |
| 2021-03-31 | $941k | 4.0k | 235.84 |
| 2020-12-31 | $937k | 4.2k | 222.35 |
| 2020-09-30 | $872k | 4.2k | 210.12 |
| 2020-06-30 | $845k | 4.2k | 203.57 |
| 2020-03-31 | $724k | 4.6k | 157.80 |
| 2019-12-31 | $753k | 4.8k | 157.63 |
| 2019-09-30 | $588k | 4.2k | 139.27 |
| 2019-06-30 | $621k | 4.6k | 133.98 |
| 2019-03-31 | $584k | 5.0k | 117.86 |
| 2018-12-31 | $474k | 4.7k | 101.56 |
| 2018-09-30 | $562k | 4.9k | 114.46 |
| 2018-03-31 | $494k | 5.4k | 91.19 |
| 2017-12-31 | $455k | 5.3k | 85.54 |
More positions owned by Holistic Financial Partners
View all positions for Holistic Financial Partners