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Catherine Avery Investment Management LLC → MSFT
Catherine Avery Investment Management LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
12
Latest value
$5.5M
Q3 2026
Peak value
$7.8M
First seen
Q4 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2024 | $3.3M |
| Q4 2024 | $3.3M |
| Q4 2024 | $3.3M |
| Q1 2025 | $2.7M |
| Q2 2025 | $3.6M |
| Q3 2025 | $3.7M |
| Q4 2025 | $3.4M |
| Q1 2026 | $2.6M |
| Q2 2026 | $24K |
| Q2 2026 | $7.8M |
| Q3 2026 | $24K |
| Q3 2026 | $5.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.5M | 10.6K | — | — |
| Q3 2026 | $24K | 436 | — | — |
| Q2 2026 | $7.8M | 20.8K | — | — |
| Q2 2026 | $24K | 436 | — | — |
| Q1 2026 | $2.6M | 7.0K | — | — |
| Q4 2025 | $3.4M | 7.1K | — | — |
| Q3 2025 | $3.7M | 7.1K | — | — |
| Q2 2025 | $3.6M | 7.2K | — | — |
| Q1 2025 | $2.7M | 7.2K | — | — |
| Q4 2024 | $3.3M | 7.7K | — | — |
| Q4 2024 | $3.3M | 7.7K | — | — |
| Q4 2024 | $3.3M | 7.7K | — | — |
Other funds holding MSFT
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