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Total Wealth Planning & Management, Inc. → MSFT
Total Wealth Planning & Management, Inc. MSFT Position History
Microsoft Corporation • Technology
Quarters held
8
Latest value
$3.7M
Q3 2026
Peak value
$3.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $919K |
| Q4 2025 | $3.1M |
| Q1 2026 | $2.4M |
| Q1 2026 | $703K |
| Q2 2026 | $709K |
| Q2 2026 | $2.7M |
| Q3 2026 | $975K |
| Q3 2026 | $3.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.7M | 7.2K | — | — |
| Q3 2026 | $975K | 1.9K | — | — |
| Q2 2026 | $2.7M | 7.3K | — | — |
| Q2 2026 | $709K | 1.9K | — | — |
| Q1 2026 | $703K | 1.9K | — | — |
| Q1 2026 | $2.4M | 6.5K | — | — |
| Q4 2025 | $3.1M | 6.4K | — | — |
| Q4 2025 | $919K | 1.9K | — | — |
Other funds holding MSFT
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$326.7B
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$155.3B
$148.8B
$148.1B
$134.1B