Microsoft Corporation shares owned by Swan Wealth Advisors
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Swan Wealth Advisors
from 13F filings
Historical chart of Swan Wealth Advisors investment in Microsoft Corporation
Tip: Access up to 7 years of quarterly data
All positions including Microsoft Corporation held by Swan Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Microsoft Corporation by Swan Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $829k | 1.6k | 517.95 |
| 2025-06-30 | $840k | 1.7k | 497.41 |
| 2025-03-31 | $522k | 1.4k | 375.39 |
| 2024-12-31 | $373k | 886 | 421.50 |
| 2024-09-30 | $210k | 488 | 430.30 |
| 2024-06-30 | $223k | 501 | 445.70 |