Microsoft Corporation shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 42k | 517.96 |
| 2025-06-30 | $21M | 42k | 497.40 |
| 2025-03-31 | $16M | 41k | 375.39 |
| 2024-12-31 | $18M | 42k | 421.50 |
| 2024-09-30 | $19M | 44k | 430.30 |
| 2024-06-30 | $20M | 45k | 446.95 |
| 2024-03-31 | $19M | 46k | 420.72 |
| 2023-12-31 | $17M | 46k | 376.04 |
| 2023-09-30 | $15M | 47k | 315.75 |
| 2023-06-30 | $16M | 47k | 340.54 |
| 2023-03-31 | $14M | 48k | 288.30 |
| 2022-12-31 | $11M | 47k | 239.82 |
| 2022-09-30 | $11M | 47k | 232.91 |
| 2022-06-30 | $12M | 46k | 256.83 |
| 2022-03-31 | $12M | 40k | 308.31 |
| 2021-12-31 | $14M | 41k | 336.31 |
| 2021-09-30 | $12M | 42k | 281.92 |
| 2021-06-30 | $10M | 37k | 270.90 |
| 2021-03-31 | $8.7M | 37k | 235.77 |
| 2020-12-31 | $8.1M | 37k | 222.42 |
| 2020-09-30 | $7.7M | 37k | 210.34 |
| 2020-06-30 | $8.7M | 43k | 203.52 |
| 2020-03-31 | $6.5M | 42k | 157.71 |
| 2019-12-31 | $5.1M | 32k | 157.71 |