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WealthPlan Investment Management, LLC → MSFT
WealthPlan Investment Management, LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
7
Latest value
$77K
Q3 2026
Peak value
$49.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $17.7M |
| Q4 2025 | $30.4M |
| Q1 2026 | $30M |
| Q2 2026 | $33.8M |
| Q2 2026 | $51K |
| Q3 2026 | $49.6M |
| Q3 2026 | $77K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $77K | 151 | — | — |
| Q3 2026 | $49.6M | 96.7K | — | — |
| Q2 2026 | $51K | 136 | — | — |
| Q2 2026 | $33.8M | 90.5K | — | — |
| Q1 2026 | $30M | 81.1K | — | — |
| Q4 2025 | $30.4M | 62.8K | — | — |
| Q3 2025 | $17.7M | 34.2K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B