Microsoft Corporation shares owned by Holistic Planning
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Holistic Planning
from 13F filings
Historical chart of Holistic Planning investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.4M | 14k | 517.94 |
| 2025-06-30 | $6.8M | 14k | 497.42 |
| 2025-03-31 | $4.2M | 11k | 375.38 |
| 2024-12-31 | $4.6M | 11k | 421.50 |
| 2024-09-30 | $4.6M | 11k | 430.31 |
| 2024-06-30 | $2.5M | 5.9k | 420.75 |
| 2024-03-31 | $2.5M | 5.9k | 420.75 |