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Microsoft Corporation shares owned by waypoint wealth counsel

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by waypoint wealth counsel from 13F filings

Historical chart of waypoint wealth counsel investment in Microsoft Corporation

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All positions including Microsoft Corporation held by waypoint wealth counsel consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Microsoft Corporation by waypoint wealth counsel

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.3M 15k 420.64
2023-12-31 $5.6M 15k 376.04
2023-09-30 $4.7M 15k 315.75
2023-03-31 $4.8M 17k 288.30
2022-12-31 $3.9M 16k 239.82

More positions owned by waypoint wealth counsel

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Small Cp Etf (VB)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for waypoint wealth counsel

Top funds holding Microsoft Corporation

Vanguard Group
BlackRock
FMR
Geode Capital Management
T. Rowe Price Associates
Jpmorgan Chase & Co
Morgan Stanley
Northern Trust
Bank of America Corporation
Bank of New York Mellon
Legal & General Group
Wellington Management Company
Nuveen Asset Management
Goldman Sachs Group
Charles Schwab Investment Management

View all funds holding Microsoft Corporation