Microsoft Corporation shares owned by Total Wealth Planning
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Total Wealth Planning
from 13F filings
Historical chart of Total Wealth Planning investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by Total Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $772k | 1.5k | 517.95 |
| 2025-06-30 | $592k | 1.2k | 497.46 |
| 2025-03-31 | $416k | 1.1k | 375.31 |
| 2024-12-31 | $487k | 1.2k | 421.54 |
| 2021-09-30 | $270k | 959 | 281.54 |
| 2021-06-30 | $265k | 977 | 271.24 |
| 2021-03-31 | $212k | 900 | 235.56 |
| 2020-12-31 | $316k | 1.4k | 222.69 |
| 2020-09-30 | $297k | 1.4k | 210.19 |
| 2020-06-30 | $287k | 1.4k | 203.40 |
| 2020-03-31 | $222k | 1.4k | 157.45 |