Microsoft Corporation shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted Wealth Advisors investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 6.9k | 517.32 |
| 2025-06-30 | $3.2M | 6.4k | 503.28 |
| 2025-03-31 | $2.3M | 6.3k | 359.85 |
| 2024-12-31 | $2.7M | 6.4k | 422.34 |
| 2024-09-30 | $2.6M | 6.3k | 409.54 |
| 2024-06-30 | $2.7M | 6.2k | 440.39 |
| 2024-03-31 | $2.5M | 5.9k | 421.37 |
| 2023-12-31 | $2.1M | 5.3k | 405.51 |
| 2023-09-30 | $1.9M | 5.2k | 369.74 |
| 2023-06-30 | $1.5M | 4.5k | 338.03 |
| 2023-03-31 | $1.4M | 4.9k | 286.09 |
| 2022-12-31 | $1.3M | 5.6k | 239.83 |