Pathstone Family Office’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-128,000
Closed -$130K 931
2018
Q4
$130K Buy
+128,000
New +$13.7M 0.04% 113

Other funds holding MSFT

Pathstone Family Office's MSFT Position: Q3 2023 in Review

Pathstone Family Office increased its Microsoft (MSFT) stake by 24% in Q3 2023, buying an estimated $93M and bringing the position to 1,462,153 shares worth $583M. The position accounts for 4.45% of the portfolio, ranked #3.

Pathstone Family Office first reported a position in MSFT in Q2 2013 and has held it in 34 quarters since. 4,850 funds tracked by Wall St. Rank hold MSFT as of Q3 2023.

  • Pathstone Family Office held 1,462,153 shares of Microsoft worth $583M as of Q3 2023.
  • Pathstone Family Office bought 281,571 Microsoft shares in Q3 2023, an estimated $93M.
  • Microsoft made up 4.45% of Pathstone Family Office's portfolio in Q3 2023, its #3 holding.
  • Pathstone Family Office first reported a position in Microsoft in Q2 2013 and has held it in 34 quarters since.
  • 4,850 funds tracked by Wall St. Rank held Microsoft as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.