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Microsoft Corporation shares owned by Safir Wealth Advisors

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Safir Wealth Advisors from 13F filings

Historical chart of Safir Wealth Advisors investment in Microsoft Corporation

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All positions including Microsoft Corporation held by Safir Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Microsoft Corporation by Safir Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $286k 680 420.72
2023-12-31 $256k 680 376.04
2023-09-30 $215k 680 315.75
2023-06-30 $232k 680 340.54
2022-03-31 $210k 680 308.82
2020-12-31 $69k 311 221.87

More positions owned by Safir Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
Pepsi (PEP)
Johnson & Johnson (JNJ)
Exxon Mobil Corporation (XOM)

View all positions for Safir Wealth Advisors

Top funds holding Microsoft Corporation

Vanguard Group
T. Rowe Price Associates
Jpmorgan Chase & Co
Norges Bank Investment Management
Bank of America Corporation
Bank of New York Mellon
Wellington Management Company
Legal & General Group
Goldman Sachs Group
Charles Schwab Investment Management
Alliancebernstein
Ubs Global Asset Management Americas
Royal Bank of Canada
Bill & Melinda Gates Foundation Trust
Citadel Advisors

View all funds holding Microsoft Corporation