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Unique Wealth Strategies, LLC → MSFT
Unique Wealth Strategies, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
12
Latest value
$4.2M
Q3 2026
Peak value
$5.8M
First seen
Q3 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2024 | $4.8M |
| Q3 2024 | $430K |
| Q4 2024 | $4.8M |
| Q1 2025 | $4.5M |
| Q2 2025 | $5.8M |
| Q3 2025 | $5M |
| Q4 2025 | $5.4M |
| Q4 2025 | $484K |
| Q1 2026 | $4M |
| Q1 2026 | $37K |
| Q2 2026 | $4.2M |
| Q3 2026 | $4.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.2M | 11.1K | — | — |
| Q2 2026 | $4.2M | 11.1K | — | — |
| Q1 2026 | $37K | 100 | — | — |
| Q1 2026 | $4M | 10.9K | — | — |
| Q4 2025 | $484K | 1.0K | — | — |
| Q4 2025 | $5.4M | 11.1K | — | — |
| Q3 2025 | $5M | 9.7K | — | — |
| Q2 2025 | $5.8M | 11.7K | — | — |
| Q1 2025 | $4.5M | 11.9K | — | — |
| Q4 2024 | $4.8M | 11.5K | — | — |
| Q3 2024 | $430K | 1.0K | — | — |
| Q3 2024 | $4.8M | 11.2K | — | — |
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