Microsoft Corporation shares owned by New Wave Wealth Advisors
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by New Wave Wealth Advisors
from 13F filings
Historical chart of New Wave Wealth Advisors investment in Microsoft Corporation
Tip: Access up to 7 years of quarterly data
All positions including Microsoft Corporation held by New Wave Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Microsoft Corporation by New Wave Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 8.8k | 517.93 |
| 2025-06-30 | $5.3M | 11k | 497.39 |
| 2025-03-31 | $4.1M | 11k | 375.38 |
| 2024-12-31 | $4.0M | 9.6k | 421.48 |
| 2024-06-30 | $3.4M | 7.6k | 446.92 |