Microsoft Corporation shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $6.2M | 15k | 421.49 |
| 2024-09-30 | $6.0M | 14k | 430.29 |
| 2024-06-30 | $6.3M | 14k | 446.95 |
| 2024-03-31 | $5.6M | 13k | 420.74 |
| 2023-12-31 | $5.0M | 13k | 376.05 |
| 2023-09-30 | $4.2M | 13k | 315.74 |
| 2023-06-30 | $4.5M | 13k | 340.53 |
| 2023-03-31 | $3.8M | 13k | 288.30 |
| 2022-12-31 | $3.3M | 14k | 239.83 |
| 2022-09-30 | $3.3M | 14k | 237.52 |
| 2022-06-30 | $3.7M | 14k | 256.82 |
| 2022-03-31 | $4.1M | 13k | 313.89 |
| 2021-12-31 | $3.8M | 11k | 336.31 |
| 2021-09-30 | $3.2M | 11k | 288.75 |
| 2021-06-30 | $3.0M | 11k | 270.87 |
| 2021-03-31 | $2.6M | 10k | 261.56 |
| 2020-12-31 | $2.2M | 10k | 222.40 |
| 2020-09-30 | $2.1M | 9.9k | 210.29 |
| 2020-06-30 | $1.8M | 8.8k | 203.54 |
| 2020-03-31 | $1.5M | 9.6k | 157.68 |
| 2019-12-31 | $1.7M | 11k | 157.68 |