Microsoft Corporation shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.9M | 6.8k | 421.52 |
| 2024-09-30 | $2.6M | 6.0k | 430.29 |
| 2024-06-30 | $2.9M | 6.5k | 446.98 |
| 2024-03-31 | $2.4M | 5.6k | 420.74 |
| 2023-12-31 | $2.2M | 5.8k | 376.04 |
| 2023-09-30 | $1.8M | 5.9k | 315.75 |
| 2023-06-30 | $2.2M | 6.3k | 340.54 |
| 2023-03-31 | $1.8M | 6.3k | 288.30 |
| 2022-12-31 | $1.5M | 6.3k | 239.82 |
| 2022-09-30 | $1.5M | 6.6k | 232.89 |
| 2022-06-30 | $1.7M | 6.5k | 256.82 |
| 2022-03-31 | $1.9M | 6.1k | 308.31 |
| 2021-12-31 | $2.1M | 6.3k | 336.30 |
| 2021-09-30 | $1.8M | 6.3k | 281.94 |
| 2021-06-30 | $1.6M | 5.9k | 270.91 |
| 2021-03-31 | $1.4M | 5.9k | 235.78 |
| 2020-12-31 | $1.4M | 6.4k | 222.43 |
| 2020-09-30 | $1.3M | 6.3k | 210.35 |
| 2020-06-30 | $1.3M | 6.4k | 203.51 |
| 2020-03-31 | $797k | 5.1k | 157.71 |
| 2019-12-31 | $739k | 4.7k | 157.69 |