Microsoft Corporation shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC Wealth Advisors investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 4.2k | 517.90 |
| 2025-06-30 | $2.0M | 4.0k | 497.38 |
| 2025-03-31 | $1.5M | 3.9k | 375.39 |
| 2024-12-31 | $1.2M | 2.7k | 421.49 |
| 2024-09-30 | $1.4M | 3.2k | 430.31 |
| 2024-06-30 | $1.4M | 3.1k | 446.98 |
| 2024-03-31 | $1.2M | 3.0k | 420.78 |
| 2023-12-31 | $1.1M | 3.0k | 375.98 |
| 2023-09-30 | $919k | 2.9k | 315.71 |
| 2023-06-30 | $985k | 2.9k | 340.50 |
| 2023-03-31 | $793k | 2.8k | 288.27 |
| 2022-12-31 | $668k | 2.8k | 239.85 |
| 2022-09-30 | $651k | 2.8k | 232.83 |
| 2022-06-30 | $714k | 2.8k | 256.74 |
| 2022-03-31 | $784k | 2.5k | 308.18 |
| 2021-12-31 | $763k | 2.3k | 336.12 |
| 2021-09-30 | $641k | 2.3k | 281.76 |
| 2021-06-30 | $605k | 2.2k | 270.81 |
| 2021-03-31 | $549k | 2.3k | 235.72 |
| 2020-12-31 | $518k | 2.3k | 222.51 |