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FORTERIS WEALTH MANAGEMENT INC. → MSFT

FORTERIS WEALTH MANAGEMENT INC. MSFT Position History

Microsoft Corporation • Technology

Quarters held
8
Latest value
$890K
Q3 2026
Peak value
$3.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.4M
Q4 2025$546K
Q1 2026$3.7M
Q1 2026$648K
Q2 2026$3.8M
Q2 2026$690K
Q3 2026$3.9M
Q3 2026$890K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$890K1.7K——
Q3 2026$3.9M70.5K——
Q2 2026$690K1.9K——
Q2 2026$3.8M69.8K——
Q1 2026$648K1.8K——
Q1 2026$3.7M69.5K——
Q4 2025$546K1.1K——
Q4 2025$3.4M67.6K——

Other funds holding MSFT

Other FORTERIS WEALTH MANAGEMENT INC. positions

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CRDO

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ETHA

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$6.4M
ETHA

ISHARES TR

$6.1M
CRDO

DIMENSIONAL ETF TRUST

$6M
CRDO

DIMENSIONAL ETF TRUST

$5.8M
AAPL

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$5.5M