Milestone Advisory Partners’s Microsoft MSFT Stock Holding History

Milestone Advisory Partners’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	$326K	Hold	1,033	–	–	0.27%	49
2023 Q2	$352K	Hold	1,033	–	–	0.32%	46
2023 Q1	$298K	Hold	1,033	–	–	0.27%	54
2022 Q4	$248K	Hold	1,033	–	–	0.18%	61
2022 Q3	$241K	Hold	1,033	–	–	0.18%	60
2022 Q2	$268K	Sell	1,033 -193	-16%	-$52.4K	0.22%	55
2022 Q1	$378K	Buy	1,226 +203	+20%	+$61.1K	0.2%	54
2021 Q4	$344K	Hold	1,023	–	–	0.17%	60
2021 Q3	$288K	Sell	1,023 -230	-18%	-$66.9K	0.17%	67
2021 Q2	$339K	Hold	1,253	–	–	0.18%	60
2021 Q1	$295K	Hold	1,253	–	–	0.16%	57
2020 Q4	$279K	Sell	1,253 -79	-6%	-$17K	0.16%	52
2020 Q3	$280K	Sell	1,332 -137	-9%	-$28.8K	0.17%	41
2020 Q2	$299K	Hold	1,469	–	–	0.18%	40
2020 Q1	$232K	Buy	1,469 +50	+4%	+$8.22K	0.16%	38
2019 Q4	$224K	Buy	+1,419	New	+$208K	0.12%	54
2018 Q3	–	Sell	-2,541	Closed	-$251K	–	48
2018 Q2	$251K	Buy	2,541 +240	+10%	+$23.3K	0.19%	44
2018 Q1	$210K	Sell	2,301 -478	-17%	-$43.7K	0.16%	46
2017 Q4	$238K	Buy	+2,779	New	+$228K	0.18%	44

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

Milestone Advisory Partners's MSFT Position: Q3 2023 in Review

Milestone Advisory Partners held its Microsoft (MSFT) position steady in Q3 2023 at 1,033 shares worth $326K. The position accounts for 0.27% of the portfolio, ranked #49.

Milestone Advisory Partners first reported a position in MSFT in Q4 2017 and has held it in 19 quarters since. The position peaked at $378K in Q1 2022. 4,850 funds tracked by Wall St. Rank hold MSFT as of Q3 2023.

Milestone Advisory Partners held 1,033 shares of Microsoft worth $326K as of Q3 2023.
Milestone Advisory Partners left its Microsoft share count unchanged in Q3 2023.
Microsoft made up 0.27% of Milestone Advisory Partners's portfolio in Q3 2023, its #49 holding.
Milestone Advisory Partners first reported a position in Microsoft in Q4 2017 and has held it in 19 quarters since.
Milestone Advisory Partners's Microsoft position peaked at $378K in Q1 2022.
4,850 funds tracked by Wall St. Rank held Microsoft as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.