Microsoft Corporation shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 34k | 517.95 |
| 2025-06-30 | $16M | 33k | 497.42 |
| 2024-12-31 | $12M | 29k | 421.49 |
| 2024-09-30 | $12M | 27k | 430.31 |
| 2024-06-30 | $11M | 24k | 446.95 |
| 2024-03-31 | $8.0M | 19k | 420.72 |
| 2023-12-31 | $7.0M | 19k | 376.05 |
| 2023-09-30 | $5.7M | 18k | 315.75 |
| 2023-06-30 | $5.2M | 15k | 340.54 |
| 2023-03-31 | $4.7M | 16k | 288.30 |
| 2022-12-31 | $4.3M | 18k | 239.82 |
| 2022-09-30 | $3.8M | 16k | 232.87 |
| 2022-06-30 | $4.6M | 18k | 256.84 |
| 2022-03-31 | $5.4M | 17k | 308.32 |
| 2021-12-31 | $5.7M | 17k | 336.32 |
| 2021-09-30 | $4.5M | 16k | 281.94 |
| 2021-06-30 | $4.2M | 16k | 270.89 |
| 2021-03-31 | $3.8M | 16k | 235.80 |
| 2020-12-31 | $3.2M | 14k | 222.41 |