Monticello Wealth Management »

Microsoft Corporation shares owned by Monticello Wealth Management

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Monticello Wealth Management from 13F filings

Historical chart of Monticello Wealth Management investment in Microsoft Corporation

Tip: Access up to 7 years of quarterly data

All positions including Microsoft Corporation held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Microsoft Corporation by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.9M 13k 376.05
2023-09-30 $4.4M 14k 315.74
2023-06-30 $3.9M 11k 340.53
2023-03-31 $2.6M 10k 246.28
2022-12-31 $2.4M 9.8k 239.81
2022-09-30 $2.2M 9.6k 232.90
2022-06-30 $2.4M 9.5k 256.82
2022-03-31 $2.9M 9.5k 308.31
2021-12-31 $2.6M 7.8k 336.31
2021-09-30 $1.9M 6.9k 281.85
2021-06-30 $1.9M 6.9k 270.97
2021-03-31 $1.4M 6.1k 235.88
2020-12-31 $630k 2.8k 222.46