Microsoft Corporation shares owned by Trevian Wealth Management
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Trevian Wealth Management
from 13F filings
Historical chart of Trevian Wealth Management investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by Trevian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 8.3k | 518.03 |
| 2025-06-30 | $3.1M | 6.2k | 497.44 |
| 2025-03-31 | $2.3M | 6.1k | 375.45 |
| 2024-12-31 | $2.6M | 6.3k | 421.59 |
| 2024-09-30 | $2.7M | 6.3k | 430.29 |
| 2024-03-31 | $2.6M | 6.3k | 420.70 |
| 2023-12-31 | $2.4M | 6.4k | 376.09 |
| 2023-09-30 | $2.1M | 6.5k | 315.71 |
| 2023-03-31 | $2.2M | 7.7k | 288.32 |
| 2022-12-31 | $1.8M | 7.6k | 239.78 |
| 2022-09-30 | $1.8M | 7.6k | 232.90 |
| 2022-06-30 | $1.8M | 6.9k | 256.82 |
| 2022-03-31 | $2.1M | 6.9k | 308.41 |
| 2021-12-31 | $2.4M | 7.1k | 336.21 |