Microsoft Corporation shares owned by Up Strategic Wealth Investment Advisors
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Up Strategic Wealth Investment Advisors
from 13F filings
Historical chart of Up Strategic Wealth Investment Advisors investment in Microsoft Corporation
Tip: Access up to 7 years of quarterly data
All positions including Microsoft Corporation held by Up Strategic Wealth Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Microsoft Corporation by Up Strategic Wealth Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.6M | 9.0k | 513.43 |
| 2025-06-30 | $4.7M | 9.4k | 497.41 |
| 2025-03-31 | $3.1M | 8.1k | 375.39 |
| 2024-12-31 | $3.4M | 8.1k | 421.50 |
| 2024-09-30 | $2.6M | 6.1k | 430.30 |
| 2024-06-30 | $2.0M | 4.4k | 446.95 |
| 2024-03-31 | $1.7M | 4.1k | 420.72 |
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