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Curated Wealth Partners LLC → MSFT
Curated Wealth Partners LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
24
Latest value
$1.7M
Q3 2026
Peak value
$12.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $66K |
| Q4 2025 | $2.1M |
| Q4 2025 | $2.6M |
| Q4 2025 | $558K |
| Q1 2026 | $948K |
| Q1 2026 | $1.3M |
| Q1 2026 | $1.2M |
| Q1 2026 | $521K |
| Q1 2026 | $949K |
| Q1 2026 | $608K |
| Q2 2026 | $3.9M |
| Q2 2026 | $1.9M |
| Q2 2026 | $110K |
| Q2 2026 | $729K |
| Q2 2026 | $747K |
| Q2 2026 | $909K |
| Q2 2026 | $2.1M |
| Q2 2026 | $1.2M |
| Q2 2026 | $128K |
| Q2 2026 | $590K |
| Q3 2026 | $1.5M |
| Q3 2026 | $2.3M |
| Q3 2026 | $12.6M |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 3.4K | — | — |
| Q3 2026 | $12.6M | 24.6K | — | — |
| Q3 2026 | $2.3M | 4.5K | — | — |
| Q3 2026 | $1.5M | 2.9K | — | — |
| Q2 2026 | $590K | 1.6K | — | — |
| Q2 2026 | $128K | 342 | — | — |
| Q2 2026 | $1.2M | 3.2K | — | — |
| Q2 2026 | $2.1M | 5.7K | — | — |
| Q2 2026 | $909K | 2.4K | — | — |
| Q2 2026 | $747K | 37.5K | — | — |
| Q2 2026 | $729K | 2.0K | — | — |
| Q2 2026 | $110K | 4.0K | — | — |
| Q2 2026 | $1.9M | 103.9K | — | — |
| Q2 2026 | $3.9M | 88.9K | — | — |
| Q1 2026 | $608K | 1.6K | — | — |
| Q1 2026 | $949K | 2.6K | — | — |
| Q1 2026 | $521K | 1.4K | — | — |
| Q1 2026 | $1.2M | 3.3K | — | — |
| Q1 2026 | $1.3M | 3.6K | — | — |
| Q1 2026 | $948K | 2.6K | — | — |
| Q4 2025 | $558K | 1.2K | — | — |
| Q4 2025 | $2.6M | 5.3K | — | — |
| Q4 2025 | $2.1M | 4.4K | — | — |
| Q4 2025 | $66K | 137 | — | — |
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