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Invera Wealth Advisors, LLC → MSFT
Invera Wealth Advisors, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
7
Latest value
$7.3M
Q3 2026
Peak value
$7.3M
First seen
Q1 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2025 | $5.2M |
| Q2 2025 | $6.7M |
| Q3 2025 | $6.9M |
| Q4 2025 | $6M |
| Q1 2026 | $4.6M |
| Q2 2026 | $5.2M |
| Q3 2026 | $7.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.3M | 14.3K | — | — |
| Q2 2026 | $5.2M | 14.0K | — | — |
| Q1 2026 | $4.6M | 12.5K | — | — |
| Q4 2025 | $6M | 12.5K | — | — |
| Q3 2025 | $6.9M | 13.3K | — | — |
| Q2 2025 | $6.7M | 13.6K | — | — |
| Q1 2025 | $5.2M | 13.9K | — | — |
Other funds holding MSFT
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$148.1B
$134.1B