HFR Wealth Management’s Microsoft MSFT Stock Holding History

HFR Wealth Management’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 Q4	–	Sell	-476	Closed	-$205K	–	55
2024 Q3	$205K	Hold	476	–	–	0.05%	53
2024 Q2	$213K	Sell	476 -12	-2%	-$5.07K	0.05%	51
2024 Q1	$205K	Buy	+488	New	+$198K	0.05%	55
2022 Q3	–	Sell	-836	Closed	-$215K	–	58
2022 Q2	$215K	Sell	836 -34	-4%	-$9.23K	0.06%	58
2022 Q1	$268K	Hold	870	–	–	0.07%	51
2021 Q4	$293K	Sell	870 -119	-12%	-$38.6K	0.07%	51
2021 Q3	$279K	Sell	989 -180	-15%	-$52.4K	0.08%	51
2021 Q2	$317K	Buy	+1,169	New	+$297K	0.1%	51

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HFR Wealth Management's MSFT Position: Q4 2024 in Review

HFR Wealth Management sold out of Microsoft (MSFT) in Q4 2024, closing a stake of 476 shares — an estimated $205K sold.

HFR Wealth Management first reported a position in MSFT in Q2 2021 and held it in 8 quarters. The position peaked at $317K in Q2 2021. 5,859 funds tracked by Wall St. Rank hold MSFT as of Q4 2024.

HFR Wealth Management reported no remaining Microsoft position as of Q4 2024 after selling out during the quarter.
HFR Wealth Management sold 476 Microsoft shares in Q4 2024, an estimated $205K.
HFR Wealth Management first reported a position in Microsoft in Q2 2021 and held it in 8 quarters.
HFR Wealth Management's Microsoft position peaked at $317K in Q2 2021.
5,859 funds tracked by Wall St. Rank held Microsoft as of Q4 2024.

Based on HFR Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.