Microsoft Corporation shares owned by Lifelong Wealth Advisors
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Lifelong Wealth Advisors
from 13F filings
Historical chart of Lifelong Wealth Advisors investment in Microsoft Corporation
Tip: Access up to 7 years of quarterly data
All positions including Microsoft Corporation held by Lifelong Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Microsoft Corporation by Lifelong Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 3.0k | 518.01 |
| 2025-06-30 | $1.4M | 2.8k | 497.46 |
| 2025-03-31 | $960k | 2.6k | 375.42 |
| 2024-12-31 | $1.1M | 2.5k | 421.53 |