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HRC WEALTH MANAGEMENT, LLC → MSFT

HRC WEALTH MANAGEMENT, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
4
Latest value
$2.1M
Q3 2026
Peak value
$2.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.1M
Q1 2026$855K
Q2 2026$845K
Q3 2026$2.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.1M4.0K——
Q2 2026$845K2.3K——
Q1 2026$855K2.3K——
Q4 2025$1.1M2.3K——

Other funds holding MSFT

Other HRC WEALTH MANAGEMENT, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$79.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$75.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$73.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$65.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$45.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$43.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$39.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$38.1M