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SwitchPoint Financial Planning, LLC → MSFT
SwitchPoint Financial Planning, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
20
Latest value
$32K
Q3 2026
Peak value
$3.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.8M |
| Q3 2025 | $519K |
| Q3 2025 | $934K |
| Q3 2025 | $22K |
| Q4 2025 | $2.7M |
| Q4 2025 | $496K |
| Q4 2025 | $893K |
| Q4 2025 | $58K |
| Q1 2026 | $2.9M |
| Q1 2026 | $386K |
| Q1 2026 | $637K |
| Q1 2026 | $27K |
| Q2 2026 | $3M |
| Q2 2026 | $413K |
| Q2 2026 | $708K |
| Q2 2026 | $20K |
| Q3 2026 | $3.1M |
| Q3 2026 | $577K |
| Q3 2026 | $913K |
| Q3 2026 | $32K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $32K | 63 | — | — |
| Q3 2026 | $913K | 1.8K | — | — |
| Q3 2026 | $577K | 1.1K | — | — |
| Q3 2026 | $3.1M | 55.1K | — | — |
| Q2 2026 | $20K | 53 | — | — |
| Q2 2026 | $708K | 1.9K | — | — |
| Q2 2026 | $413K | 1.1K | — | — |
| Q2 2026 | $3M | 54.9K | — | — |
| Q1 2026 | $27K | 72 | — | — |
| Q1 2026 | $637K | 1.7K | — | — |
| Q1 2026 | $386K | 1.0K | — | — |
| Q1 2026 | $2.9M | 54.4K | — | — |
| Q4 2025 | $58K | 120 | — | — |
| Q4 2025 | $893K | 1.8K | — | — |
| Q4 2025 | $496K | 1.0K | — | — |
| Q4 2025 | $2.7M | 53.8K | — | — |
| Q3 2025 | $22K | 42 | — | — |
| Q3 2025 | $934K | 1.8K | — | — |
| Q3 2025 | $519K | 1.0K | — | — |
| Q3 2025 | $2.8M | 61.0K | — | — |
Other funds holding MSFT
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