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TRED AVON FAMILY WEALTH, LLC → MSFT

TRED AVON FAMILY WEALTH, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$12.6M
Q3 2026
Peak value
$12.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$11.8M
Q4 2025$12.2M
Q1 2026$9.3M
Q2 2026$9.3M
Q3 2026$12.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$12.6M24.6K——
Q2 2026$9.3M25.1K——
Q1 2026$9.3M25.2K——
Q4 2025$12.2M25.3K——
Q3 2025$11.8M22.7K——

Other funds holding MSFT

Other TRED AVON FAMILY WEALTH, LLC positions

BAC-PS

BANK AMERICA CORP

$17.7M
BAC-PS

BANK AMERICA CORP

$16.6M
BAC-PS

BANK OF AMER CORP

$16.3M
BAC-PS

BANK OF AMER CORP

$15.6M
BAC-PS

BANK AMERICA CORP

$14M
ETHA

ISHARES TR

$13.2M
AAPL

APPLE INC

$13M
ETHA

ISHARES TR

$12.1M