Briggs Advisory Group’s Microsoft MSFT Stock Holding History

Briggs Advisory Group’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
2023 Q3	$1.27M	Sell	4,031 -100	-2%	-$33K	0.73%	22
2023 Q2	$1.41M	Buy	4,131 +135	+3%	+$42.3K	0.79%	22
2023 Q1	$1.15M	Buy	3,996 +4	+0.1%	+$1.02K	0.68%	25
2022 Q4	$957K	Buy	3,992 +98	+3%	+$23.5K	0.61%	26
2022 Q3	$907K	Buy	3,894 +2	+0.1%	+$528	0.68%	25
2022 Q2	$1M	Buy	3,892 +1,198	+44%	+$325K	0.73%	23
2022 Q1	$831K	Hold	2,694	–	–	0.55%	24
2021 Q4	$906K	Buy	+2,694	New	+$873K	0.62%	24

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Briggs Advisory Group's MSFT Position: Q3 2023 in Review

Briggs Advisory Group reduced its Microsoft (MSFT) stake by 2.4% in Q3 2023, selling an estimated $33K and leaving 4,031 shares worth $1.27M. The position accounts for 0.73% of the portfolio, ranked #22.

Briggs Advisory Group first reported a position in MSFT in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.41M in Q2 2023. 4,850 funds tracked by Wall St. Rank hold MSFT as of Q3 2023.

Briggs Advisory Group held 4,031 shares of Microsoft worth $1.27M as of Q3 2023.
Briggs Advisory Group sold 100 Microsoft shares in Q3 2023, an estimated $33K.
Microsoft made up 0.73% of Briggs Advisory Group's portfolio in Q3 2023, its #22 holding.
Briggs Advisory Group first reported a position in Microsoft in Q4 2021 and has held it in 8 quarters since.
Briggs Advisory Group's Microsoft position peaked at $1.41M in Q2 2023.
4,850 funds tracked by Wall St. Rank held Microsoft as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.