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DIVERSIFY WEALTH MANAGEMENT, LLC → MSFT

DIVERSIFY WEALTH MANAGEMENT, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
14
Latest value
$1K
Q3 2026
Peak value
$105.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$26.3M
Q4 2025$24.1M
Q1 2026$967K
Q1 2026$71.3M
Q1 2026$424
Q1 2026$848
Q2 2026$1.2M
Q2 2026$71M
Q2 2026$389
Q2 2026$79K
Q3 2026$1.2M
Q3 2026$105.7M
Q3 2026$539
Q3 2026$1K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1K200——
Q3 2026$539100——
Q3 2026$105.7M195.9K——
Q3 2026$1.2M21.6K——
Q2 2026$79K20.2K——
Q2 2026$389100——
Q2 2026$71M182.5K——
Q2 2026$1.2M21.3K——
Q1 2026$848200——
Q1 2026$424100——
Q1 2026$71.3M168.0K——
Q1 2026$967K17.9K——
Q4 2025$24.1M51.2K——
Q3 2025$26.3M50.9K——

Other funds holding MSFT

Other DIVERSIFY WEALTH MANAGEMENT, LLC positions

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STT-PG

SPDR SERIES TRUST

$233.5M
SPY

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$231.4M
SPY

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$225.8M
SPY

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$210.1M
STT-PG

SPDR SERIES TRUST

$202.3M