Back to MSFT

marrick wealth, LLC → MSFT

marrick wealth, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
4
Latest value
$1.4M
Q3 2026
Peak value
$1.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.2M
Q1 2026$959K
Q2 2026$991K
Q3 2026$1.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.4M2.6K——
Q2 2026$991K2.7K——
Q1 2026$959K2.6K——
Q4 2025$1.2M2.6K——

Other funds holding MSFT

Other marrick wealth, LLC positions

DIOD

DIMENSIONAL ETF TRUST

$24.5M
DIOD

DIMENSIONAL ETF TRUST

$24.4M
DIOD

DIMENSIONAL ETF TRUST

$22.2M
DIOD

DIMENSIONAL ETF TRUST

$21.3M
HONA

DIMENSIONAL ETF TRUST

$8M
HONA

DIMENSIONAL ETF TRUST

$7.9M
HONA

DIMENSIONAL ETF TRUST

$7.8M
HONA

DIMENSIONAL ETF TRUST

$7.8M