Microsoft Corporation shares owned by Kellett Schaffner Wealth Advisors
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Kellett Schaffner Wealth Advisors
from 13F filings
Historical chart of Kellett Schaffner Wealth Advisors investment in Microsoft Corporation
Tip: Access up to 7 years of quarterly data
All positions including Microsoft Corporation held by Kellett Schaffner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Microsoft Corporation by Kellett Schaffner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 7.1k | 517.96 |
| 2025-06-30 | $3.5M | 7.1k | 497.44 |
| 2025-03-31 | $2.7M | 7.1k | 375.42 |
| 2024-12-31 | $2.7M | 6.5k | 421.49 |
| 2024-09-30 | $2.7M | 6.3k | 430.33 |
| 2024-06-30 | $2.8M | 6.3k | 446.95 |
| 2024-03-31 | $2.6M | 6.2k | 420.70 |
| 2023-12-31 | $2.3M | 6.2k | 376.06 |
| 2023-09-30 | $1.9M | 5.9k | 315.73 |
| 2023-06-30 | $2.0M | 5.7k | 340.53 |
| 2023-03-31 | $1.6M | 5.7k | 288.30 |
| 2022-12-31 | $1.4M | 5.9k | 239.81 |
| 2022-09-30 | $1.4M | 5.9k | 232.04 |
| 2022-06-30 | $1.5M | 6.0k | 256.89 |
| 2022-03-31 | $1.9M | 6.1k | 308.30 |
| 2021-12-31 | $2.1M | 6.1k | 336.38 |
More positions owned by Kellett Schaffner Wealth Advisors
View all positions for Kellett Schaffner Wealth Advisors