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Finivi Inc. → MSFT

Finivi Inc. MSFT Position History

Microsoft Corporation • Technology

Quarters held
13
Latest value
$7.2M
Q3 2026
Peak value
$7.2M
First seen
Q4 2021

Dollar value over time

Show data table
PeriodPosition value
Q4 2021$3.5M
Q4 2023$4.7M
Q1 2024$5.3M
Q2 2024$5.7M
Q3 2024$5.5M
Q4 2024$5.2M
Q1 2025$4.8M
Q2 2025$6.6M
Q3 2025$6.8M
Q4 2025$6.3M
Q1 2026$5M
Q2 2026$5.1M
Q3 2026$7.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.2M13.9K——
Q2 2026$5.1M13.7K——
Q1 2026$5M13.6K——
Q4 2025$6.3M13.0K——
Q3 2025$6.8M13.2K——
Q2 2025$6.6M13.2K——
Q1 2025$4.8M12.9K——
Q4 2024$5.2M12.4K——
Q3 2024$5.5M12.8K——
Q2 2024$5.7M12.8K——
Q1 2024$5.3M12.7K——
Q4 2023$4.7M12.6K——
Q4 2021$3.5M10.3K——

Other funds holding MSFT

Other Finivi Inc. positions

VGES

VANGUARD BD INDEX FDS

$13.6M
NOC

JANUS DETROIT STR TR

$11.7M
STT-PG

SSGA ACTIVE ETF TR

$10.5M
STT-PG

SSGA ACTIVE ETF TR

$10.3M
QQQ

INVESCO QQQ TR

$10.3M
VGES

VANGUARD SCOTTSDALE FDS

$10.2M
VGES

VANGUARD SCOTTSDALE FDS

$10.2M
QQQ

INVESCO QQQ TR

$10.1M