All Season Financial Advisors’s Microsoft MSFT Stock Holding History

All Season Financial Advisors’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$658K	Sell	1,530 -114	-7%	-$48.7K	0.56%	47
2024 Q2	$735K	Sell	1,644 -331	-17%	-$140K	0.67%	36
2024 Q1	$831K	Buy	1,975 +34	+2%	+$13.8K	0.69%	37
2023 Q4	$730K	Sell	1,941 -113	-6%	-$40.2K	0.62%	42
2023 Q3	$648K	Buy	2,054 +2	+0.1%	+$661	0.66%	38
2023 Q2	$699K	Sell	2,052 -111	-5%	-$34.8K	0.63%	35
2023 Q1	$624K	Buy	+2,163	New	+$552K	0.56%	42
2022 Q4	–	Sell	-1,682	Closed	-$392K	–	129
2022 Q3	$392K	Buy	1,682 +77	+5%	+$20.3K	0.43%	47
2022 Q2	$412K	Buy	1,605 +59	+4%	+$16K	0.35%	58
2022 Q1	$477K	Buy	1,546 +46	+3%	+$13.8K	0.34%	65
2021 Q4	$505K	Buy	1,500 +157	+12%	+$50.9K	0.35%	56
2021 Q3	$379K	Buy	1,343 +20	+2%	+$5.82K	0.31%	80
2021 Q2	$358K	Buy	+1,323	New	+$336K	0.26%	89

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

All Season Financial Advisors's MSFT Position: Q3 2024 in Review

All Season Financial Advisors reduced its Microsoft (MSFT) stake by 6.9% in Q3 2024, selling an estimated $48.7K and leaving 1,530 shares worth $658K. The position accounts for 0.56% of the portfolio, ranked #47.

All Season Financial Advisors first reported a position in MSFT in Q2 2021 and has held it in 13 quarters since. The position peaked at $831K in Q1 2024. 5,284 funds tracked by Wall St. Rank hold MSFT as of Q3 2024.

All Season Financial Advisors held 1,530 shares of Microsoft worth $658K as of Q3 2024.
All Season Financial Advisors sold 114 Microsoft shares in Q3 2024, an estimated $48.7K.
Microsoft made up 0.56% of All Season Financial Advisors's portfolio in Q3 2024, its #47 holding.
All Season Financial Advisors first reported a position in Microsoft in Q2 2021 and has held it in 13 quarters since.
All Season Financial Advisors's Microsoft position peaked at $831K in Q1 2024.
5,284 funds tracked by Wall St. Rank held Microsoft as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.