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Golden State Wealth Management, LLC → MSFT
Golden State Wealth Management, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
11
Latest value
$273K
Q3 2026
Peak value
$13.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13.9M |
| Q3 2025 | $352K |
| Q4 2025 | $297K |
| Q4 2025 | $12.8M |
| Q1 2026 | $7.9M |
| Q1 2026 | $228K |
| Q2 2026 | $2K |
| Q2 2026 | $8.1M |
| Q3 2026 | $2K |
| Q3 2026 | $11.3M |
| Q3 2026 | $273K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $273K | 532 | — | — |
| Q3 2026 | $11.3M | 22.0K | — | — |
| Q3 2026 | $2K | 30 | — | — |
| Q2 2026 | $8.1M | 21.8K | — | — |
| Q2 2026 | $2K | 30 | — | — |
| Q1 2026 | $228K | 616 | — | — |
| Q1 2026 | $7.9M | 21.4K | — | — |
| Q4 2025 | $12.8M | 26.5K | — | — |
| Q4 2025 | $297K | 614 | — | — |
| Q3 2025 | $352K | 680 | — | — |
| Q3 2025 | $13.9M | 26.9K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B