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Paragon Private Wealth Management, LLC → MSFT
Paragon Private Wealth Management, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
8
Latest value
$8.4M
Q3 2026
Peak value
$12.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.6M |
| Q4 2025 | $11.9M |
| Q4 2025 | $6M |
| Q1 2026 | $9.2M |
| Q1 2026 | $4.6M |
| Q2 2026 | $8.7M |
| Q2 2026 | $4.5M |
| Q3 2026 | $8.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.4M | 16.4K | — | — |
| Q2 2026 | $4.5M | 12.2K | — | — |
| Q2 2026 | $8.7M | 23.3K | — | — |
| Q1 2026 | $4.6M | 12.3K | — | — |
| Q1 2026 | $9.2M | 24.9K | — | — |
| Q4 2025 | $6M | 12.4K | — | — |
| Q4 2025 | $11.9M | 24.6K | — | — |
| Q3 2025 | $12.6M | 24.2K | — | — |
Other funds holding MSFT
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$155.3B
$148.8B
$148.1B
$134.1B