Microsoft Corporation shares owned by TruWealth Advisors
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $50M | 96k | 517.95 |
| 2025-06-30 | $47M | 95k | 497.41 |
| 2025-03-31 | $35M | 92k | 375.39 |
| 2024-12-31 | $38M | 89k | 421.50 |
| 2024-09-30 | $38M | 87k | 430.30 |
| 2024-06-30 | $38M | 86k | 446.95 |
| 2024-03-31 | $36M | 84k | 420.72 |
| 2023-12-31 | $32M | 84k | 376.04 |
| 2023-09-30 | $26M | 83k | 315.75 |
| 2023-06-30 | $33M | 97k | 340.54 |
| 2023-03-31 | $28M | 97k | 288.30 |
| 2022-12-31 | $23M | 95k | 239.82 |
| 2022-09-30 | $22M | 92k | 232.90 |
| 2022-06-30 | $23M | 91k | 256.83 |
| 2022-03-31 | $21M | 68k | 308.32 |
| 2021-12-31 | $22M | 65k | 336.32 |
| 2021-09-30 | $18M | 63k | 281.93 |
| 2021-06-30 | $17M | 63k | 270.90 |
| 2021-03-31 | $14M | 61k | 235.77 |
| 2020-12-31 | $13M | 58k | 222.42 |