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Baer Investment Advisory LLC → MSFT
Baer Investment Advisory LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
12
Latest value
$6.6M
Q3 2026
Peak value
$6.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.2M |
| Q3 2025 | $4.8M |
| Q4 2025 | $1.9M |
| Q4 2025 | $4M |
| Q1 2026 | $406K |
| Q1 2026 | $6.8M |
| Q1 2026 | $1.3M |
| Q1 2026 | $2.3M |
| Q2 2026 | $3.7M |
| Q2 2026 | $1.4M |
| Q3 2026 | $2M |
| Q3 2026 | $6.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.6M | 385 | — | — |
| Q3 2026 | $2M | 3.8K | — | — |
| Q2 2026 | $1.4M | 3.7K | — | — |
| Q2 2026 | $3.7M | 400 | — | — |
| Q1 2026 | $2.3M | 379 | — | — |
| Q1 2026 | $1.3M | 3.6K | — | — |
| Q1 2026 | $6.8M | 18.3K | — | — |
| Q1 2026 | $406K | 7.7K | — | — |
| Q4 2025 | $4M | 386 | — | — |
| Q4 2025 | $1.9M | 3.9K | — | — |
| Q3 2025 | $4.8M | 374 | — | — |
| Q3 2025 | $2.2M | 4.2K | — | — |
Other funds holding MSFT
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