Microsoft Corporation shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $116M | 223k | 517.95 |
| 2025-06-30 | $111M | 223k | 497.41 |
| 2025-03-31 | $71M | 188k | 375.39 |
| 2024-12-31 | $76M | 180k | 421.50 |
| 2024-09-30 | $66M | 154k | 430.30 |
| 2024-06-30 | $25M | 55k | 446.95 |
| 2024-03-31 | $9.3M | 15k | 616.12 |
| 2023-12-31 | $9.3M | 25k | 376.04 |
| 2023-09-30 | $1.3M | 4.0k | 315.74 |
| 2023-06-30 | $1.3M | 3.9k | 340.51 |
| 2023-03-31 | $945k | 3.3k | 288.34 |
| 2022-12-31 | $732k | 3.1k | 239.82 |
| 2022-09-30 | $1.1M | 4.7k | 232.86 |
| 2022-06-30 | $1.3M | 4.7k | 282.51 |
| 2022-03-31 | $1.5M | 4.7k | 308.26 |
| 2021-12-31 | $1.4M | 4.6k | 302.40 |
| 2021-09-30 | $1.3M | 4.5k | 281.93 |
| 2021-06-30 | $1.3M | 4.6k | 270.86 |
| 2021-03-31 | $1.1M | 4.6k | 243.01 |
| 2020-12-31 | $1.1M | 4.5k | 244.99 |
| 2020-09-30 | $652k | 3.1k | 210.19 |
| 2020-06-30 | $652k | 3.1k | 209.04 |
| 2020-03-31 | $605k | 3.8k | 157.68 |
| 2019-12-31 | $502k | 3.2k | 157.66 |
| 2019-09-30 | $709k | 5.1k | 138.99 |
| 2019-06-30 | $700k | 5.1k | 136.83 |
| 2019-03-31 | $614k | 5.2k | 117.94 |
| 2018-12-31 | $994k | 9.3k | 106.92 |
More positions owned by Pensionmark Financial Group
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