Microsoft Corporation shares owned by Palo Alto Wealth Advisors
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Palo Alto Wealth Advisors
from 13F filings
Historical chart of Palo Alto Wealth Advisors investment in Microsoft Corporation
Tip: Access up to 7 years of quarterly data
All positions including Microsoft Corporation held by Palo Alto Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Microsoft Corporation by Palo Alto Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.5M | 23k | 420.71 |
| 2023-12-31 | $11M | 28k | 376.04 |
| 2023-09-30 | $8.9M | 28k | 315.75 |
| 2023-06-30 | $9.6M | 28k | 340.54 |
| 2023-03-31 | $8.2M | 29k | 288.30 |
| 2022-12-31 | $6.9M | 29k | 239.82 |