Pettinga Financial Advisors’s Microsoft MSFT Stock Holding History

Pettinga Financial 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
2026 Q2	$2.71M	Sell	7,270 -413	-5%	-$167K	0.43%	46
2026 Q1	$2.84M	Sell	7,683 -72	-0.9%	-$30.1K	0.54%	43
2025 Q4	$3.75M	Buy	7,755 +432	+6%	+$216K	0.71%	34
2025 Q3	$3.79M	Buy	7,323 +38	+0.5%	+$19.4K	0.74%	32
2025 Q2	$3.62M	Sell	7,285 -358	-5%	-$155K	0.79%	30
2025 Q1	$2.87M	Sell	7,643 -77	-1%	-$31.4K	0.67%	39
2024 Q4	$3.25M	Sell	7,720 -29	-0.4%	-$12.4K	0.74%	34
2024 Q3	$3.33M	Buy	7,749 +109	+1%	+$46.6K	0.79%	30
2024 Q2	$3.41M	Buy	7,640 +586	+8%	+$247K	0.86%	31
2024 Q1	$2.97M	Sell	7,054 -45	-0.6%	-$18.2K	0.76%	32
2023 Q4	$2.67M	Buy	7,099 +186	+3%	+$66.2K	0.72%	37
2023 Q3	$2.18M	Sell	6,913 -65	-0.9%	-$21.5K	0.66%	33
2023 Q2	$2.38M	Buy	6,978 +20	+0.3%	+$6.27K	0.71%	32
2023 Q1	$2.01M	Buy	6,958 +3,091	+80%	+$788K	0.63%	33
2022 Q4	$927K	Sell	3,867 -69	-2%	-$16.6K	0.3%	48
2022 Q3	$917K	Sell	3,936 -81	-2%	-$21.4K	0.32%	46
2022 Q2	$1.03M	Buy	4,017 +69	+2%	+$18.7K	0.31%	47
2022 Q1	$1.22M	Buy	3,948 +288	+8%	+$86.6K	0.3%	50
2021 Q4	$1.23M	Sell	3,660 -510	-12%	-$165K	0.3%	51
2021 Q3	$1.18M	Sell	4,170 -100	-2%	-$29.1K	0.3%	47
2021 Q2	$1.16M	Sell	4,270 -228	-5%	-$58K	0.31%	45
2021 Q1	$1.06M	Sell	4,498 -876	-16%	-$203K	0.31%	46
2020 Q4	$1.2M	Buy	5,374 +242	+5%	+$52K	0.43%	37
2020 Q3	$1.08M	Buy	5,132 +48	+0.9%	+$10.1K	0.46%	35
2020 Q2	$1.03M	Sell	5,084 -233	-4%	-$42.3K	0.5%	31
2020 Q1	$839K	Buy	5,317 +250	+5%	+$41.1K	0.57%	33
2019 Q4	$799K	Sell	5,067 -8	-0.2%	-$1.18K	0.43%	44
2019 Q3	$706K	Buy	5,075 +43	+0.9%	+$5.91K	0.38%	44
2019 Q2	$674K	Hold	5,032	–	–	0.35%	45
2019 Q1	$593K	Sell	5,032 -99	-2%	-$10.8K	0.32%	48
2018 Q4	$521K	Buy	+5,131	New	+$550K	0.34%	49

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM