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CWS Financial Advisors, LLC → MSFT
CWS Financial Advisors, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
9
Latest value
$9.3M
Q3 2026
Peak value
$9.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.3M |
| Q4 2025 | $282K |
| Q4 2025 | $8.7M |
| Q1 2026 | $267K |
| Q1 2026 | $6.7M |
| Q2 2026 | $258K |
| Q2 2026 | $6.8M |
| Q3 2026 | $246K |
| Q3 2026 | $9.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.3M | 18.2K | — | — |
| Q3 2026 | $246K | 4.4K | — | — |
| Q2 2026 | $6.8M | 18.3K | — | — |
| Q2 2026 | $258K | 4.8K | — | — |
| Q1 2026 | $6.7M | 18.2K | — | — |
| Q1 2026 | $267K | 5.1K | — | — |
| Q4 2025 | $8.7M | 18.0K | — | — |
| Q4 2025 | $282K | 5.7K | — | — |
| Q3 2025 | $9.3M | 18.0K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B