Microsoft Corporation shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $7.7M | 24k | 315.75 |
| 2023-06-30 | $8.2M | 24k | 340.55 |
| 2023-03-31 | $6.8M | 24k | 288.30 |
| 2022-12-31 | $5.7M | 24k | 239.82 |
| 2022-09-30 | $5.9M | 25k | 232.92 |
| 2022-06-30 | $5.7M | 22k | 256.83 |
| 2022-03-31 | $6.8M | 22k | 308.29 |
| 2021-12-31 | $7.3M | 22k | 336.32 |
| 2021-09-30 | $6.1M | 22k | 281.92 |
| 2021-06-30 | $5.9M | 22k | 270.89 |
| 2021-03-31 | $2.0M | 8.5k | 235.73 |
| 2020-12-31 | $1.9M | 8.3k | 222.37 |
| 2020-09-30 | $1.7M | 8.0k | 210.28 |
| 2020-06-30 | $1.6M | 8.1k | 203.46 |
| 2020-03-31 | $1.3M | 8.3k | 157.72 |
| 2019-12-31 | $1.1M | 6.8k | 157.73 |
| 2019-09-30 | $945k | 6.8k | 139.07 |
| 2019-06-30 | $928k | 6.9k | 133.99 |
| 2019-03-31 | $832k | 7.1k | 117.91 |
| 2018-12-31 | $916k | 9.0k | 101.59 |
| 2018-09-30 | $1.1M | 9.2k | 114.42 |
| 2018-06-30 | $889k | 9.0k | 98.64 |
| 2018-03-31 | $819k | 9.0k | 91.25 |
| 2017-12-31 | $774k | 9.1k | 85.50 |
| 2017-09-30 | $677k | 9.1k | 74.50 |
| 2017-06-30 | $697k | 10k | 68.90 |
| 2017-03-31 | $627k | 9.5k | 65.86 |
| 2016-12-31 | $592k | 9.5k | 62.18 |
| 2016-09-30 | $510k | 8.9k | 57.63 |
| 2016-06-30 | $744k | 15k | 51.14 |
| 2016-03-31 | $367k | 6.6k | 55.20 |
| 2015-12-31 | $371k | 6.7k | 55.46 |
| 2015-09-30 | $294k | 6.6k | 44.22 |
| 2015-06-30 | $293k | 6.6k | 44.07 |
| 2015-03-31 | $259k | 6.4k | 40.71 |
| 2014-12-31 | $288k | 6.2k | 46.47 |
More positions owned by Summit Financial Strategies
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