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Avidian Wealth Enterprises, LLC → MSFT
Avidian Wealth Enterprises, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
11
Latest value
$38M
Q3 2026
Peak value
$38M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.6M |
| Q3 2025 | $23.5M |
| Q4 2025 | $4.3M |
| Q4 2025 | $22M |
| Q1 2026 | $5.2M |
| Q1 2026 | $370K |
| Q1 2026 | $25M |
| Q2 2026 | $5.8M |
| Q2 2026 | $26.7M |
| Q3 2026 | $8.1M |
| Q3 2026 | $38M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $38M | 74.1K | — | — |
| Q3 2026 | $8.1M | 145.1K | — | — |
| Q2 2026 | $26.7M | 71.6K | — | — |
| Q2 2026 | $5.8M | 107.0K | — | — |
| Q1 2026 | $25M | 67.6K | — | — |
| Q1 2026 | $370K | 1.0K | — | — |
| Q1 2026 | $5.2M | 98.3K | — | — |
| Q4 2025 | $22M | 45.4K | — | — |
| Q4 2025 | $4.3M | 85.7K | — | — |
| Q3 2025 | $23.5M | 45.4K | — | — |
| Q3 2025 | $3.6M | 78.3K | — | — |
Other funds holding MSFT
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$134.1B