Microsoft Corporation shares owned by Waller Financial Planning Group
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Waller Financial Planning Group
from 13F filings
Historical chart of Waller Financial Planning Group investment in Microsoft Corporation
Tip: Access up to 7 years of quarterly data
All positions including Microsoft Corporation held by Waller Financial Planning Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Microsoft Corporation by Waller Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $762k | 1.5k | 518.06 |
| 2025-06-30 | $727k | 1.5k | 497.36 |
| 2025-03-31 | $684k | 1.8k | 375.30 |
| 2024-12-31 | $622k | 1.5k | 421.44 |
| 2024-09-30 | $635k | 1.5k | 430.38 |
| 2024-06-30 | $590k | 1.3k | 446.90 |
| 2024-03-31 | $543k | 1.3k | 420.64 |
| 2023-12-31 | $423k | 1.1k | 375.92 |
| 2023-09-30 | $337k | 1.1k | 315.75 |
| 2023-06-30 | $374k | 1.1k | 340.54 |
| 2023-03-31 | $336k | 1.2k | 288.30 |
| 2022-12-31 | $279k | 1.2k | 239.82 |
| 2022-09-30 | $318k | 1.4k | 232.62 |
| 2022-06-30 | $289k | 1.1k | 256.43 |
| 2022-03-31 | $341k | 1.1k | 308.04 |
| 2021-12-31 | $366k | 1.1k | 336.71 |
| 2021-09-30 | $306k | 1.1k | 281.51 |
| 2021-06-30 | $250k | 923 | 270.86 |
| 2021-03-31 | $218k | 923 | 236.19 |
| 2020-12-31 | $205k | 923 | 222.10 |
| 2020-09-30 | $251k | 1.2k | 210.04 |
| 2020-06-30 | $240k | 1.2k | 203.39 |
| 2020-03-31 | $227k | 1.4k | 157.64 |
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