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OMNI 360 Wealth, Inc. → MSFT

OMNI 360 Wealth, Inc. MSFT Position History

Microsoft Corporation • Technology

Quarters held
24
Latest value
$1.6M
Q3 2026
Peak value
$6.3M
First seen
Q4 2023

Dollar value over time

Show data table
PeriodPosition value
Q4 2023$2.5M
Q4 2023$1.6M
Q1 2024$2.9M
Q1 2024$1.8M
Q2 2024$3.1M
Q2 2024$2M
Q3 2024$2.9M
Q3 2024$2.4M
Q4 2024$3.6M
Q4 2024$1.4M
Q1 2025$4.2M
Q1 2025$1.2M
Q2 2025$4.3M
Q2 2025$1.6M
Q3 2025$4.9M
Q3 2025$1.6M
Q4 2025$5.8M
Q4 2025$1.4M
Q1 2026$6.3M
Q1 2026$1.1M
Q2 2026$5.8M
Q2 2026$1.1M
Q3 2026$5.7M
Q3 2026$1.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.6M3.0K——
Q3 2026$5.7M102.1K——
Q2 2026$1.1M2.9K——
Q2 2026$5.8M107.9K——
Q1 2026$1.1M3.0K——
Q1 2026$6.3M119.8K——
Q4 2025$1.4M3.0K——
Q4 2025$5.8M112.0K——
Q3 2025$1.6M3.1K——
Q3 2025$4.9M105.8K——
Q2 2025$1.6M3.3K——
Q2 2025$4.3M100.5K——
Q1 2025$1.2M3.3K——
Q1 2025$4.2M105.8K——
Q4 2024$1.4M3.4K——
Q4 2024$3.6M100.3K——
Q3 2024$2.4M5.5K——
Q3 2024$2.9M76.1K——
Q2 2024$2M4.5K——
Q2 2024$3.1M86.8K——
Q1 2024$1.8M4.4K——
Q1 2024$2.9M77.9K——
Q4 2023$1.6M4.3K——
Q4 2023$2.5M73.0K——

Other funds holding MSFT

Other OMNI 360 Wealth, Inc. positions

STT-PG

SPDR SERIES TRUST

$18.5M
STT-PG

SPDR SERIES TRUST

$17.4M
ETHA

ISHARES TR

$15.8M
ETHA

ISHARES TR

$15.5M
ETHA

ISHARES TR

$14.9M
ETHA

ISHARES TR

$14.8M
STT-PG

SPDR SERIES TRUST

$13.9M
ETHA

ISHARES TR

$13.7M