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Wealth Enhancement Trust Services, Inc. → MSFT
Wealth Enhancement Trust Services, Inc. MSFT Position History
Microsoft Corporation • Technology
Quarters held
20
Latest value
$24.9M
Q3 2026
Peak value
$24.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $564K |
| Q4 2025 | $699K |
| Q4 2025 | $4.7M |
| Q4 2025 | $22.5M |
| Q1 2026 | $597K |
| Q1 2026 | $739K |
| Q1 2026 | $3.6M |
| Q1 2026 | $19M |
| Q2 2026 | $564K |
| Q2 2026 | $699K |
| Q2 2026 | $548K |
| Q2 2026 | $756K |
| Q2 2026 | $4.7M |
| Q2 2026 | $22.5M |
| Q2 2026 | $2.2M |
| Q2 2026 | $19.1M |
| Q3 2026 | $537K |
| Q3 2026 | $782K |
| Q3 2026 | $3.2M |
| Q3 2026 | $24.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $24.9M | 48.5K | — | — |
| Q3 2026 | $3.2M | 6.2K | — | — |
| Q3 2026 | $782K | 14.0K | — | — |
| Q3 2026 | $537K | 9.6K | — | — |
| Q2 2026 | $19.1M | 51.3K | — | — |
| Q2 2026 | $2.2M | 5.9K | — | — |
| Q2 2026 | $22.5M | 46.5K | — | — |
| Q2 2026 | $4.7M | 9.7K | — | — |
| Q2 2026 | $756K | 14.0K | — | — |
| Q2 2026 | $548K | 10.1K | — | — |
| Q2 2026 | $699K | 14.0K | — | — |
| Q2 2026 | $564K | 11.3K | — | — |
| Q1 2026 | $19M | 51.3K | — | — |
| Q1 2026 | $3.6M | 9.7K | — | — |
| Q1 2026 | $739K | 14.0K | — | — |
| Q1 2026 | $597K | 11.3K | — | — |
| Q4 2025 | $22.5M | 46.5K | — | — |
| Q4 2025 | $4.7M | 9.7K | — | — |
| Q4 2025 | $699K | 14.0K | — | — |
| Q4 2025 | $564K | 11.3K | — | — |
Other funds holding MSFT
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