Microsoft Corporation shares owned by Wells Financial Advisors
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Wells Financial Advisors
from 13F filings
Historical chart of Wells Financial Advisors investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $157k | 303 | 517.95 |
| 2025-06-30 | $151k | 303 | 497.41 |
| 2025-03-31 | $64k | 170 | 375.39 |
| 2024-12-31 | $72k | 170 | 421.50 |
| 2024-09-30 | $73k | 170 | 430.30 |
| 2024-06-30 | $76k | 170 | 446.95 |
| 2024-03-31 | $72k | 170 | 420.72 |
| 2023-09-30 | $54k | 170 | 315.75 |
| 2023-06-30 | $58k | 170 | 340.54 |
| 2023-03-31 | $49k | 170 | 288.30 |
| 2022-12-31 | $41k | 170 | 239.82 |
| 2022-09-30 | $40k | 170 | 235.29 |
| 2022-06-30 | $44k | 170 | 258.82 |
| 2022-03-31 | $52k | 170 | 305.88 |
| 2021-12-31 | $57k | 170 | 335.29 |
| 2021-09-30 | $48k | 170 | 282.35 |
| 2021-06-30 | $46k | 170 | 270.59 |
| 2021-03-31 | $40k | 170 | 235.29 |
| 2020-12-31 | $116k | 520 | 223.08 |