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Rolek Wealth Management LLC → MSFT
Rolek Wealth Management LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
5
Latest value
$626K
Q3 2026
Peak value
$889K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $848K |
| Q4 2025 | $889K |
| Q1 2026 | $597K |
| Q2 2026 | $507K |
| Q3 2026 | $626K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $626K | 1.2K | — | — |
| Q2 2026 | $507K | 1.4K | — | — |
| Q1 2026 | $597K | 1.6K | — | — |
| Q4 2025 | $889K | 1.8K | — | — |
| Q3 2025 | $848K | 1.6K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B