Microsoft Corporation shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Microsoft Corporation
Tip: Access up to 7 years of quarterly data
All positions including Microsoft Corporation held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Microsoft Corporation by Summit Financial Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $3.9M | 8.8k | 446.95 |
2024-03-31 | $3.9M | 9.3k | 420.71 |
2023-12-31 | $3.5M | 9.4k | 376.03 |
2023-09-30 | $3.4M | 9.3k | 360.53 |
2023-06-30 | $2.7M | 8.0k | 340.54 |
2023-03-31 | $2.3M | 8.1k | 288.30 |
2022-12-31 | $1.9M | 8.1k | 239.82 |
2022-09-30 | $2.0M | 9.0k | 226.77 |
2022-06-30 | $2.3M | 9.0k | 258.87 |
2022-03-31 | $2.7M | 8.7k | 308.29 |
2021-12-31 | $3.2M | 9.8k | 329.00 |
2021-09-30 | $3.0M | 11k | 281.89 |
2021-06-30 | $2.7M | 10k | 270.93 |
2021-03-31 | $2.5M | 11k | 222.46 |
2020-12-31 | $2.4M | 12k | 210.30 |
2020-09-30 | $2.5M | 12k | 202.36 |
2020-06-30 | $2.7M | 13k | 212.82 |
2020-03-31 | $2.1M | 12k | 165.23 |
2019-12-31 | $2.4M | 15k | 162.31 |
2019-09-30 | $2.1M | 15k | 139.66 |
2019-06-30 | $2.1M | 16k | 133.97 |
2019-03-31 | $1.8M | 15k | 119.99 |
2018-12-31 | $1.6M | 16k | 101.56 |
2018-09-30 | $1.7M | 16k | 107.59 |
2018-06-30 | $1.5M | 17k | 91.28 |
2018-03-31 | $1.5M | 17k | 91.28 |
2017-12-31 | $1.5M | 18k | 85.55 |
2017-09-30 | $1.6M | 22k | 74.50 |
2017-06-30 | $1.7M | 24k | 68.95 |
2017-03-31 | $1.7M | 26k | 65.87 |
2016-12-31 | $1.6M | 26k | 62.16 |
2016-09-30 | $1.5M | 26k | 57.61 |
2016-06-30 | $1.5M | 29k | 51.16 |
2016-03-31 | $1.8M | 32k | 55.22 |
2015-12-31 | $1.6M | 30k | 55.47 |
2015-09-30 | $398k | 9.0k | 44.22 |
2015-06-30 | $420k | 9.5k | 44.09 |
2015-03-31 | $424k | 8.9k | 47.64 |
2014-12-31 | $415k | 8.9k | 46.50 |
More positions owned by Summit Financial Wealth Advisors
View all positions for Summit Financial Wealth Advisors