Microsoft Corporation shares owned by ShankerValleau Wealth Advisors
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by ShankerValleau Wealth Advisors
from 13F filings
Historical chart of ShankerValleau Wealth Advisors investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by ShankerValleau Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $910k | 1.8k | 517.95 |
| 2025-06-30 | $874k | 1.8k | 497.41 |
| 2025-03-31 | $660k | 1.8k | 375.39 |
| 2024-12-31 | $741k | 1.8k | 421.50 |
| 2024-09-30 | $1.1M | 2.6k | 430.30 |
| 2024-06-30 | $562k | 1.3k | 446.95 |
| 2024-03-31 | $472k | 1.1k | 420.72 |
| 2023-12-31 | $396k | 1.1k | 376.04 |
| 2023-09-30 | $245k | 776 | 315.75 |
| 2023-06-30 | $264k | 776 | 340.54 |
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