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Buck Wealth Strategies, LLC → MSFT

Buck Wealth Strategies, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
7
Latest value
$26.2M
Q3 2026
Peak value
$26.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$18.3M
Q4 2025$18.2M
Q1 2026$16.9M
Q2 2026$6K
Q2 2026$18.6M
Q3 2026$7K
Q3 2026$26.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$26.2M51.2K——
Q3 2026$7K118——
Q2 2026$18.6M49.8K——
Q2 2026$6K117——
Q1 2026$16.9M45.7K——
Q4 2025$18.2M37.6K——
Q3 2025$18.3M35.3K——

Other funds holding MSFT

Other Buck Wealth Strategies, LLC positions

ETHA

ISHARES TR

$108.3M
ETHA

ISHARES TR

$98.7M
ETHA

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$81M
ETHA

ISHARES TR

$80.4M
ETHA

ISHARES TR

$68.6M
PDI

PIMCO ETF TR

$60.1M
PDI

PIMCO ETF TR

$58M
PDI

PIMCO ETF TR

$57.7M