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WESPAC Advisors, LLC → MSFT

WESPAC Advisors, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$2.1M
Q3 2026
Peak value
$2.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.9M
Q4 2025$2.3M
Q1 2026$1.6M
Q2 2026$1.5M
Q3 2026$2.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.1M4.0K——
Q2 2026$1.5M4.0K——
Q1 2026$1.6M4.4K——
Q4 2025$2.3M4.7K——
Q3 2025$1.9M3.7K——

Other funds holding MSFT

Other WESPAC Advisors, LLC positions

OKE

PGIM ETF TR

$11M
OKE

PGIM ETF TR

$10.2M
ETHA

ISHARES TR

$9.3M
ETHA

ISHARES TR

$8.7M
ETHA

ISHARES TR

$8.4M
OKE

PGIM ETF TR

$8M
IVZ

INVESCO EXCHANGE TRADED FD T

$7.9M
ETHA

ISHARES TR

$7M