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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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All positions including Microsoft Corporation held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Microsoft Corporation by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
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