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Selective Wealth Management, Inc. → MSFT
Selective Wealth Management, Inc. MSFT Position History
Microsoft Corporation • Technology
Quarters held
4
Latest value
$3.6M
Q3 2026
Peak value
$3.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.2M |
| Q1 2026 | $2.1M |
| Q2 2026 | $2M |
| Q3 2026 | $3.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.6M | 6.7K | — | — |
| Q2 2026 | $2M | 5.2K | — | — |
| Q1 2026 | $2.1M | 5.0K | — | — |
| Q4 2025 | $2.2M | 4.8K | — | — |
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