Microsoft Corporation shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Microsoft Corporation
Tip: Access up to 7 years of quarterly data
All positions including Microsoft Corporation held by Summit Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Microsoft Corporation by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.2M | 7.4k | 430.30 |
| 2024-06-30 | $3.3M | 7.3k | 446.95 |
| 2024-03-31 | $3.1M | 7.4k | 420.72 |
| 2023-12-31 | $1.9M | 5.0k | 376.04 |
| 2023-09-30 | $1.8M | 5.7k | 315.75 |
| 2023-06-30 | $1.9M | 5.7k | 340.54 |
| 2023-03-31 | $2.2M | 7.6k | 288.30 |
| 2022-12-31 | $2.0M | 8.2k | 239.77 |
| 2022-09-30 | $1.9M | 8.4k | 232.85 |
| 2022-06-30 | $2.1M | 8.4k | 256.85 |
| 2022-03-31 | $2.3M | 7.5k | 308.29 |
| 2021-12-31 | $2.2M | 6.6k | 336.26 |
| 2021-09-30 | $1.9M | 6.8k | 281.88 |
| 2021-06-30 | $1.8M | 6.6k | 270.84 |
| 2021-03-31 | $1.8M | 7.6k | 235.76 |
| 2020-12-31 | $1.7M | 7.8k | 222.38 |
| 2020-09-30 | $1.8M | 8.4k | 210.37 |
| 2020-06-30 | $1.8M | 8.6k | 203.57 |
| 2020-03-31 | $1.9M | 12k | 157.67 |
| 2019-12-31 | $1.8M | 11k | 157.66 |
| 2019-09-30 | $1.6M | 12k | 139.05 |
| 2019-06-30 | $1.6M | 12k | 133.93 |
| 2019-03-31 | $1.6M | 13k | 117.93 |
| 2018-12-31 | $1.5M | 15k | 101.59 |
More positions owned by Summit Wealth & Retirement Planning
View all positions for Summit Wealth & Retirement Planning