Microsoft Corporation shares owned by Martel Wealth Advisors
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Martel Wealth Advisors
from 13F filings
Historical chart of Martel Wealth Advisors investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by Martel Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 2.0k | 517.97 |
| 2025-06-30 | $996k | 2.0k | 497.45 |
| 2025-03-31 | $769k | 2.0k | 375.43 |
| 2024-12-31 | $876k | 2.1k | 421.55 |
| 2024-09-30 | $910k | 2.2k | 416.10 |
| 2024-06-30 | $1.0M | 2.3k | 446.98 |
| 2024-03-31 | $1.0M | 2.4k | 420.72 |
| 2023-12-31 | $919k | 2.4k | 376.00 |
| 2023-09-30 | $726k | 2.3k | 315.80 |
| 2023-06-30 | $783k | 2.3k | 340.54 |
| 2023-03-31 | $609k | 2.1k | 288.24 |
| 2022-12-31 | $350k | 1.5k | 239.77 |