Microsoft Corporation shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Microsoft Corporation
Tip: Access up to 7 years of quarterly data
All positions including Microsoft Corporation held by Xcel Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Microsoft Corporation by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 4.8k | 517.92 |
| 2025-06-30 | $2.4M | 4.7k | 497.38 |
| 2025-03-31 | $859k | 2.3k | 375.33 |
| 2024-12-31 | $958k | 2.3k | 421.41 |
| 2024-09-30 | $953k | 2.2k | 430.38 |
| 2024-06-30 | $835k | 1.9k | 447.03 |
| 2024-03-31 | $963k | 2.3k | 420.76 |
| 2023-12-31 | $763k | 2.0k | 376.07 |
| 2023-09-30 | $651k | 2.1k | 315.68 |
| 2023-06-30 | $2.2M | 6.5k | 340.52 |
| 2023-03-31 | $2.4M | 8.5k | 288.29 |
| 2022-12-31 | $2.0M | 8.5k | 239.81 |
| 2022-09-30 | $1.7M | 7.4k | 232.90 |
| 2022-06-30 | $1.7M | 6.8k | 256.74 |
| 2022-03-31 | $2.3M | 7.5k | 308.31 |
| 2021-12-31 | $2.5M | 7.4k | 336.33 |
| 2021-09-30 | $2.0M | 7.1k | 281.90 |
| 2021-06-30 | $1.9M | 7.1k | 270.91 |
| 2021-03-31 | $1.4M | 5.8k | 235.79 |
| 2020-12-31 | $1.2M | 5.4k | 222.33 |
| 2020-09-30 | $1.1M | 5.0k | 210.14 |
| 2020-06-30 | $1.0M | 5.1k | 203.32 |
| 2020-03-31 | $904k | 5.7k | 157.60 |
| 2019-12-31 | $492k | 3.1k | 157.59 |
| 2019-09-30 | $434k | 3.1k | 139.01 |
| 2019-06-30 | $592k | 4.4k | 133.88 |
| 2019-03-31 | $441k | 3.7k | 117.85 |
| 2018-12-31 | $476k | 4.7k | 101.45 |
More positions owned by Xcel Wealth Management
Home Depot (HD)
View all positions for Xcel Wealth Management