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Microsoft Corporation shares owned by Total Wealth Planning & Management

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Total Wealth Planning & Management from 13F filings

Historical chart of Total Wealth Planning & Management investment in Microsoft Corporation

Tip: Access up to 7 years of quarterly data

All positions including Microsoft Corporation held by Total Wealth Planning & Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Microsoft Corporation by Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $3.3M 6.6k 497.39
2025-03-31 $3.2M 8.5k 375.37
2024-12-31 $3.6M 8.4k 421.53