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Clark Wealth Partners → MSFT

Clark Wealth Partners MSFT Position History

Microsoft Corporation • Technology

Quarters held
8
Latest value
$1.9M
Q3 2026
Peak value
$1.9M
First seen
Q4 2024

Dollar value over time

Show data table
PeriodPosition value
Q4 2024$604K
Q1 2025$567K
Q2 2025$849K
Q3 2025$799K
Q4 2025$799K
Q1 2026$569K
Q2 2026$1.3M
Q3 2026$1.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.9M3.7K——
Q2 2026$1.3M3.5K——
Q1 2026$569K1.5K——
Q4 2025$799K1.7K——
Q3 2025$799K1.7K——
Q2 2025$849K1.7K——
Q1 2025$567K1.5K——
Q4 2024$604K1.4K——

Other funds holding MSFT

Other Clark Wealth Partners positions

ETHA

INVESCO EXCH TRADED FD TR II

$22.2M
ETHA

INVESCO EXCH TRADED FD TR II

$21.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$21.7M
OKE

PGIM ETF TR

$20.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$20.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$20M
SCHW-PJ

SCHWAB STRATEGIC TR

$20M
ETHA

INVESCO EXCH TRADED FD TR II

$20M