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Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies → MSFT
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies MSFT Position History
Microsoft Corporation • Technology
Quarters held
8
Latest value
$1.4M
Q3 2026
Peak value
$4.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.4M |
| Q4 2025 | $1.1M |
| Q1 2026 | $3.9M |
| Q1 2026 | $1M |
| Q2 2026 | $4.1M |
| Q2 2026 | $1M |
| Q3 2026 | $4.4M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 2.7K | — | — |
| Q3 2026 | $4.4M | 79.3K | — | — |
| Q2 2026 | $1M | 2.8K | — | — |
| Q2 2026 | $4.1M | 76.0K | — | — |
| Q1 2026 | $1M | 2.8K | — | — |
| Q1 2026 | $3.9M | 74.1K | — | — |
| Q4 2025 | $1.1M | 2.3K | — | — |
| Q4 2025 | $3.4M | 68.8K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B