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INDEPENDENT FINANCIAL GROUP, LLC → MSFT
INDEPENDENT FINANCIAL GROUP, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
29
Latest value
$101.4M
Q3 2026
Peak value
$101.4M
First seen
Q1 2020
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2020 | $12.1M |
| Q2 2020 | $16.2M |
| Q3 2020 | $17.4M |
| Q4 2020 | $18.8M |
| Q1 2021 | $20M |
| Q2 2021 | $24.4M |
| Q3 2021 | $26.5M |
| Q4 2021 | $33M |
| Q1 2022 | $32.3M |
| Q2 2022 | $26.8M |
| Q3 2022 | $23.3M |
| Q4 2022 | $24.2M |
| Q1 2023 | $31.5M |
| Q2 2023 | $40M |
| Q3 2023 | $40.3M |
| Q4 2023 | $53.4M |
| Q1 2024 | $60.1M |
| Q2 2024 | $68.3M |
| Q3 2024 | $64.2M |
| Q4 2024 | $67.4M |
| Q1 2025 | $59.6M |
| Q2 2025 | $83.2M |
| Q3 2025 | $88.3M |
| Q4 2025 | $88.8M |
| Q1 2026 | $36.9M |
| Q1 2026 | $68.5M |
| Q2 2026 | $225K |
| Q2 2026 | $72M |
| Q3 2026 | $101.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $101.4M | 197.7K | — | — |
| Q2 2026 | $72M | 193.1K | — | — |
| Q2 2026 | $225K | 4.2K | — | — |
| Q1 2026 | $68.5M | 185.1K | — | — |
| Q1 2026 | $36.9M | 99.6K | — | — |
| Q4 2025 | $88.8M | 183.5K | — | — |
| Q3 2025 | $88.3M | 170.5K | — | — |
| Q2 2025 | $83.2M | 167.3K | — | — |
| Q1 2025 | $59.6M | 158.8K | — | — |
| Q4 2024 | $67.4M | 159.9K | — | — |
| Q3 2024 | $64.2M | 149.2K | — | — |
| Q2 2024 | $68.3M | 152.8K | — | — |
| Q1 2024 | $60.1M | 142.9K | — | — |
| Q4 2023 | $53.4M | 141.9K | — | — |
| Q3 2023 | $40.3M | 127.5K | — | — |
| Q2 2023 | $40M | 117.4K | — | — |
| Q1 2023 | $31.5M | 109.4K | — | — |
| Q4 2022 | $24.2M | 100.9K | — | — |
| Q3 2022 | $23.3M | 99.9K | — | — |
| Q2 2022 | $26.8M | 104.3K | — | — |
| Q1 2022 | $32.3M | 104.8K | — | — |
| Q4 2021 | $33M | 98.1K | — | — |
| Q3 2021 | $26.5M | 94.2K | — | — |
| Q2 2021 | $24.4M | 90.2K | — | — |
| Q1 2021 | $20M | 85.0K | — | — |
| Q4 2020 | $18.8M | 84.7K | — | — |
| Q3 2020 | $17.4M | 82.5K | — | — |
| Q2 2020 | $16.2M | 79.5K | — | — |
| Q1 2020 | $12.1M | 77.0K | — | — |
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