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BankPlus Wealth Management LLC → MSFT

BankPlus Wealth Management LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$4.3M
Q3 2026
Peak value
$4.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.8M
Q4 2025$3.5M
Q1 2026$3M
Q2 2026$3.1M
Q3 2026$4.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.3M8.3K——
Q2 2026$3.1M8.3K——
Q1 2026$3M8.0K——
Q4 2025$3.5M7.2K——
Q3 2025$3.8M7.3K——

Other funds holding MSFT

Other BankPlus Wealth Management LLC positions

ETHA

ISHARES TR

$63.9M
ETHA

ISHARES TR

$61.5M
ETHA

ISHARES TR

$52.9M
ETHA

ISHARES TR

$52.4M
ETHA

ISHARES TR

$49.9M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$17.4M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$16.9M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$16.7M