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San Luis Wealth Advisors LLC → MSFT
San Luis Wealth Advisors LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
7
Latest value
$18.3M
Q3 2026
Peak value
$18.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $11.9M |
| Q3 2025 | $13.8M |
| Q4 2025 | $13.4M |
| Q1 2026 | $10.7M |
| Q2 2026 | $12.4M |
| Q3 2026 | $12.4M |
| Q3 2026 | $18.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $18.3M | 35.7K | — | — |
| Q3 2026 | $12.4M | 33.3K | — | — |
| Q2 2026 | $12.4M | 33.3K | — | — |
| Q1 2026 | $10.7M | 28.9K | — | — |
| Q4 2025 | $13.4M | 27.7K | — | — |
| Q3 2025 | $13.8M | 26.6K | — | — |
| Q3 2025 | $11.9M | 23.9K | — | — |
Other funds holding MSFT
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