Roger Wittlin Investment Advisory »

Microsoft Corporation shares owned by Roger Wittlin Investment Advisory

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Roger Wittlin Investment Advisory from 13F filings

Historical chart of Roger Wittlin Investment Advisory investment in Microsoft Corporation

Tip: Access up to 7 years of quarterly data

All positions including Microsoft Corporation held by Roger Wittlin Investment Advisory 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 Roger Wittlin Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $357k 829 430.30
2024-06-30 $371k 829 446.95
2024-03-31 $349k 829 420.72

More positions owned by Roger Wittlin Investment Advisory

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr SPDR S&P1500VL (VLU)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Roger Wittlin Investment Advisory

Top funds holding Microsoft Corporation

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
T. Rowe Price Associates
Morgan Stanley
Capital Research and Management Company - Division 3
Capital Research Global Investors
Bank of America Corporation
Northern Trust
Capital World Investors
Bank of New York Mellon
Nuveen Asset Management

View all funds holding Microsoft Corporation