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CONTINUUM WEALTH ADVISORS, LLC → MSFT

CONTINUUM WEALTH ADVISORS, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$2.4M
Q3 2026
Peak value
$2.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.7M
Q4 2025$2.7M
Q1 2026$2M
Q2 2026$1.8M
Q3 2026$2.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.4M4.7K——
Q2 2026$1.8M4.8K——
Q1 2026$2M5.5K——
Q4 2025$2.7M5.6K——
Q3 2025$2.7M5.2K——

Other funds holding MSFT

Other CONTINUUM WEALTH ADVISORS, LLC positions

VGES

VANGUARD TAX-MANAGED FDS

$38.3M
VGES

VANGUARD TAX-MANAGED FDS

$29.2M
ETHA

ISHARES TR

$28.2M
ETHA

ISHARES TR

$27.8M
GLD

WORLD GOLD TR

$23.7M
STT-PG

SPDR SERIES TRUST

$23.6M
GLD

WORLD GOLD TR

$23.6M
ETHA

ISHARES TR

$22.5M