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Asset Planning,Inc → MSFT

Asset Planning,Inc MSFT Position History

Microsoft Corporation • Technology

Quarters held
4
Latest value
$2.6M
Q3 2026
Peak value
$2.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.3M
Q1 2026$1.9M
Q2 2026$1.9M
Q3 2026$2.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.6M5.1K——
Q2 2026$1.9M5.1K——
Q1 2026$1.9M5.1K——
Q4 2025$2.3M4.7K——

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