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Bradley & Co. Private Wealth Management, LLC → MSFT
Bradley & Co. Private Wealth Management, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
10
Latest value
$148K
Q3 2026
Peak value
$14M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $11.1M |
| Q3 2025 | $870K |
| Q4 2025 | $10.9M |
| Q4 2025 | $193K |
| Q1 2026 | $9.2M |
| Q1 2026 | $105K |
| Q2 2026 | $9.5M |
| Q2 2026 | $107K |
| Q3 2026 | $14M |
| Q3 2026 | $148K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $148K | 288 | — | — |
| Q3 2026 | $14M | 27.4K | — | — |
| Q2 2026 | $107K | 288 | — | — |
| Q2 2026 | $9.5M | 25.5K | — | — |
| Q1 2026 | $105K | 283 | — | — |
| Q1 2026 | $9.2M | 24.8K | — | — |
| Q4 2025 | $193K | 400 | — | — |
| Q4 2025 | $10.9M | 22.6K | — | — |
| Q3 2025 | $870K | 1.7K | — | — |
| Q3 2025 | $11.1M | 21.4K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B