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Trace Wealth Advisors, LLC → MSFT
Trace Wealth Advisors, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
10
Latest value
$643K
Q3 2026
Peak value
$2.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2M |
| Q3 2025 | $1.2M |
| Q4 2025 | $2.2M |
| Q4 2025 | $1.1M |
| Q1 2026 | $2.3M |
| Q1 2026 | $604K |
| Q2 2026 | $2.4M |
| Q2 2026 | $608K |
| Q3 2026 | $1.2M |
| Q3 2026 | $643K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $643K | 1.3K | — | — |
| Q3 2026 | $1.2M | 21.4K | — | — |
| Q2 2026 | $608K | 1.6K | — | — |
| Q2 2026 | $2.4M | 44.4K | — | — |
| Q1 2026 | $604K | 1.6K | — | — |
| Q1 2026 | $2.3M | 44.4K | — | — |
| Q4 2025 | $1.1M | 2.4K | — | — |
| Q4 2025 | $2.2M | 44.4K | — | — |
| Q3 2025 | $1.2M | 2.4K | — | — |
| Q3 2025 | $2M | 44.4K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B