Microsoft Corporation shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $37M | 71k | 517.95 |
| 2025-06-30 | $29M | 59k | 497.41 |
| 2025-03-31 | $24M | 65k | 376.22 |
| 2024-12-31 | $30M | 72k | 421.50 |
| 2024-09-30 | $52M | 121k | 430.18 |
| 2024-06-30 | $48M | 106k | 446.95 |
| 2024-03-31 | $35M | 83k | 420.72 |
| 2023-12-31 | $36M | 95k | 376.04 |
| 2023-09-30 | $28M | 32k | 863.80 |
| 2023-06-30 | $12M | 36k | 340.55 |