BBJS Financial Advisors’s Microsoft MSFT Stock Holding History

BBJS 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	$3.36M	Buy	7,807 +7,428	+1,960%	+$3.18M	1.2%	22
2024 Q2	$169K	Buy	379 +268	+241%	+$113K	0.06%	50
2024 Q1	$46.7K	Sell	111 -5	-4%	-$2.02K	0.02%	72
2023 Q4	$43.5K	Sell	116 -920	-89%	-$327K	0.02%	71
2023 Q3	$327K	Buy	1,036 +1,000	+2,778%	+$330K	0.12%	43
2023 Q2	$12.1K	Sell	36 -15	-29%	-$4.7K	﹤0.01%	87
2023 Q1	$14.6K	Hold	51	–	–	0.01%	85
2022 Q4	$12.1K	Buy	+51	New	+$12.2K	0.01%	94

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

BBJS Financial Advisors's MSFT Position: Q3 2024 in Review

BBJS Financial Advisors increased its Microsoft (MSFT) stake by 1,960% in Q3 2024, buying an estimated $3.18M and bringing the position to 7,807 shares worth $3.36M. The position accounts for 1.2% of the portfolio, ranked #22.

BBJS Financial Advisors first reported a position in MSFT in Q4 2022 and has held it in 8 quarters since. 5,284 funds tracked by Wall St. Rank hold MSFT as of Q3 2024.

BBJS Financial Advisors held 7,807 shares of Microsoft worth $3.36M as of Q3 2024.
BBJS Financial Advisors bought 7,428 Microsoft shares in Q3 2024, an estimated $3.18M.
Microsoft made up 1.2% of BBJS Financial Advisors's portfolio in Q3 2024, its #22 holding.
BBJS Financial Advisors first reported a position in Microsoft in Q4 2022 and has held it in 8 quarters since.
5,284 funds tracked by Wall St. Rank held Microsoft as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.