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KELLEHER FINANCIAL ADVISORS → MSFT

KELLEHER FINANCIAL ADVISORS MSFT Position History

Microsoft Corporation • Technology

Quarters held
14
Latest value
$12.3M
Q3 2026
Peak value
$14.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.5M
Q3 2025$13.7M
Q4 2025$3M
Q4 2025$12.2M
Q4 2025$3.2M
Q1 2026$9.4M
Q1 2026$2.4M
Q1 2026$3.3M
Q2 2026$2M
Q2 2026$14.3M
Q2 2026$5.3M
Q3 2026$3.7M
Q3 2026$2.8M
Q3 2026$12.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$12.3M23.9K——
Q3 2026$2.8M5.4K——
Q3 2026$3.7M7.3K——
Q2 2026$5.3M14.2K——
Q2 2026$14.3M38.2K——
Q2 2026$2M5.4K——
Q1 2026$3.3M6.7K——
Q1 2026$2.4M6.5K——
Q1 2026$9.4M25.3K——
Q4 2025$3.2M6.5K——
Q4 2025$12.2M25.3K——
Q4 2025$3M6.2K——
Q3 2025$13.7M26.5K——
Q3 2025$3.5M6.8K——

Other funds holding MSFT

Other KELLEHER FINANCIAL ADVISORS positions

ETHA

iShares Trust S&P

$44.7M
ETHA

iShares Trust S&P

$44.6M
ETHA

ISHARES TR

$43.4M
BRK-A

BERKSHIRE HATHAWAY INC DEL CL A

$43M
ETHA

ISHARES TR

$42.6M
ETHA

iShares Trust S&P

$38.9M
BRK-A

BERKSHIRE HATHAWAY INC DEL CL A

$36.2M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$35.9M