Hall Private Wealth Advisors’s Microsoft MSFT Stock Holding History

Hall Private Wealth 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
2023 Q3	$6.23M	Sell	19,743 -103	-0.5%	-$34K	4.19%	10
2023 Q2	$6.76M	Buy	19,846 +14,887	+300%	+$4.67M	3.65%	12
2023 Q1	$1.43M	Buy	4,959 +948	+24%	+$242K	0.74%	31
2022 Q4	$962K	Buy	4,011 +1,767	+79%	+$424K	0.55%	31
2022 Q3	$523K	Buy	2,244 +500	+29%	+$132K	0.3%	30
2022 Q2	$448K	Sell	1,744 -48	-3%	-$13K	0.25%	32
2022 Q1	$552K	Hold	1,792	–	–	0.29%	33
2021 Q4	$603K	Sell	1,792 -93	-5%	-$30.2K	0.37%	31
2021 Q3	$531K	Sell	1,885 -213	-10%	-$62K	0.34%	32
2021 Q2	$568K	Buy	+2,098	New	+$533K	0.37%	35
2020 Q4	$563K	Buy	+2,532	New	+$544K	0.46%	34

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

Hall Private Wealth Advisors's MSFT Position: Q3 2023 in Review

Hall Private Wealth Advisors reduced its Microsoft (MSFT) stake by 0.52% in Q3 2023, selling an estimated $34K and leaving 19,743 shares worth $6.23M. The position accounts for 4.19% of the portfolio, ranked #10.

Hall Private Wealth Advisors first reported a position in MSFT in Q4 2020 and has held it in 11 quarters since. The position peaked at $6.76M in Q2 2023. 4,850 funds tracked by Wall St. Rank hold MSFT as of Q3 2023.

Hall Private Wealth Advisors held 19,743 shares of Microsoft worth $6.23M as of Q3 2023.
Hall Private Wealth Advisors sold 103 Microsoft shares in Q3 2023, an estimated $34K.
Microsoft made up 4.19% of Hall Private Wealth Advisors's portfolio in Q3 2023, its #10 holding.
Hall Private Wealth Advisors first reported a position in Microsoft in Q4 2020 and has held it in 11 quarters since.
Hall Private Wealth Advisors's Microsoft position peaked at $6.76M in Q2 2023.
4,850 funds tracked by Wall St. Rank held Microsoft as of Q3 2023.

Based on Hall Private Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.