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Avantra Family Wealth, Inc. → MSFT
Avantra Family Wealth, Inc. MSFT Position History
Microsoft Corporation • Technology
Quarters held
5
Latest value
$8.4M
Q3 2026
Peak value
$8.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.6M |
| Q4 2025 | $5.3M |
| Q1 2026 | $4.2M |
| Q2 2026 | $4.4M |
| Q3 2026 | $8.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.4M | 16.4K | — | — |
| Q2 2026 | $4.4M | 11.8K | — | — |
| Q1 2026 | $4.2M | 11.2K | — | — |
| Q4 2025 | $5.3M | 10.9K | — | — |
| Q3 2025 | $5.6M | 10.8K | — | — |
Other funds holding MSFT
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$311.5B
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$155.3B
$148.8B
$148.1B
$134.1B