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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

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Quarterly 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