Microsoft Corporation shares owned by Trellis Wealth Advisors
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Trellis Wealth Advisors
from 13F filings
Historical chart of Trellis Wealth Advisors investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by Trellis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 2.3k | 517.95 |
| 2025-06-30 | $1.2M | 2.3k | 497.41 |
| 2025-03-31 | $869k | 2.3k | 375.39 |
| 2024-12-31 | $976k | 2.3k | 421.50 |
| 2024-09-30 | $996k | 2.3k | 430.30 |
| 2024-06-30 | $1.0M | 2.3k | 446.95 |
| 2024-03-31 | $975k | 2.3k | 420.72 |
| 2023-12-31 | $6.0M | 16k | 376.04 |
| 2023-09-30 | $5.2M | 16k | 315.76 |