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Cape Investment Advisory, Inc. → MSFT
Cape Investment Advisory, Inc. MSFT Position History
Microsoft Corporation • Technology
Quarters held
14
Latest value
$2.9M
Q3 2026
Peak value
$6.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7K |
| Q3 2025 | $1.9M |
| Q3 2025 | $2.4M |
| Q4 2025 | $7K |
| Q4 2025 | $5.4M |
| Q4 2025 | $2.3M |
| Q1 2026 | $4M |
| Q1 2026 | $2.1M |
| Q2 2026 | $68K |
| Q2 2026 | $4.4M |
| Q2 2026 | $2.1M |
| Q3 2026 | $71K |
| Q3 2026 | $6.5M |
| Q3 2026 | $2.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.9M | 5.7K | — | — |
| Q3 2026 | $6.5M | 12.6K | — | — |
| Q3 2026 | $71K | 1.3K | — | — |
| Q2 2026 | $2.1M | 5.6K | — | — |
| Q2 2026 | $4.4M | 11.7K | — | — |
| Q2 2026 | $68K | 1.3K | — | — |
| Q1 2026 | $2.1M | 5.6K | — | — |
| Q1 2026 | $4M | 10.8K | — | — |
| Q4 2025 | $2.3M | 4.8K | — | — |
| Q4 2025 | $5.4M | 11.1K | — | — |
| Q4 2025 | $7K | 150 | — | — |
| Q3 2025 | $2.4M | 4.7K | — | — |
| Q3 2025 | $1.9M | 3.7K | — | — |
| Q3 2025 | $7K | 150 | — | — |
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