Piershale Financial Group’s Microsoft MSFT Stock Holding History

Piershale Financial Group’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 Q2	$324K	Hold	952	–	–	0.21%	12
2023 Q1	$274K	Hold	952	–	–	0.22%	8
2022 Q4	$228K	Sell	952 -366	-28%	-$87.8K	0.19%	10
2022 Q3	$307K	Hold	1,318	–	–	0.23%	8
2022 Q2	$339K	Hold	1,318	–	–	0.31%	7
2022 Q1	$406K	Hold	1,318	–	–	0.37%	5
2021 Q4	$443K	Sell	1,318 -92	-7%	-$29.8K	0.17%	14
2021 Q3	$398K	Hold	1,410	–	–	0.16%	25
2021 Q2	$382K	Buy	1,410 +72	+5%	+$18.3K	0.15%	24
2021 Q1	$315K	Buy	1,338 +10	+0.8%	+$2.32K	0.14%	25
2020 Q4	$295K	Buy	+1,328	New	+$286K	0.14%	23
2016 Q4	–	Sell	-765	Closed	-$44K	–	93
2016 Q3	$44K	Hold	765	–	–	0.03%	37
2016 Q2	$39K	Hold	765	–	–	0.03%	36
2016 Q1	$42K	Hold	765	–	–	0.02%	36
2015 Q4	$42K	Hold	765	–	–	0.03%	42
2015 Q3	$34K	Sell	765 -1,798	-70%	-$80.7K	0.03%	40
2015 Q2	$113K	Buy	2,563 +1,345	+110%	+$61.4K	0.09%	23
2015 Q1	$50K	Buy	1,218 +453	+59%	+$19.7K	0.04%	31
2014 Q4	$36K	Hold	765	–	–	0.02%	52
2014 Q3	$35K	Sell	765 -400	-34%	-$17.8K	0.03%	46
2014 Q2	$49K	Buy	1,165 +400	+52%	+$16.2K	0.04%	51
2014 Q1	$31K	Hold	765	–	–	0.04%	48
2013 Q4	$29K	Sell	765 -765	-50%	-$27.8K	0.04%	39
2013 Q3	$50K	Buy	1,530 +765	+100%	+$25.2K	0.05%	42
2013 Q2	$26K	Buy	+765	New	+$25.1K	0.05%	36

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

Piershale Financial Group's MSFT Position: Q2 2023 in Review

Piershale Financial Group held its Microsoft (MSFT) position steady in Q2 2023 at 952 shares worth $324K. The position accounts for 0.21% of the portfolio, ranked #12.

Piershale Financial Group first reported a position in MSFT in Q2 2013 and has held it in 25 quarters since. The position peaked at $443K in Q4 2021. 4,806 funds tracked by Wall St. Rank hold MSFT as of Q2 2023.

Piershale Financial Group held 952 shares of Microsoft worth $324K as of Q2 2023.
Piershale Financial Group left its Microsoft share count unchanged in Q2 2023.
Microsoft made up 0.21% of Piershale Financial Group's portfolio in Q2 2023, its #12 holding.
Piershale Financial Group first reported a position in Microsoft in Q2 2013 and has held it in 25 quarters since.
Piershale Financial Group's Microsoft position peaked at $443K in Q4 2021.
4,806 funds tracked by Wall St. Rank held Microsoft as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.