Pinnacle Private Wealth’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$5.38M Buy
20,962
+4,879
+30% +$1.32M 2.11% 3
2022
Q1
$4.96M Buy
16,083
+1,042
+7% +$313K 1.55% 5
2021
Q4
$5.06M Buy
+15,041
New +$4.88M 1.59% 6

Other funds holding MSFT

Pinnacle Private Wealth's MSFT Position: Q2 2022 in Review

Pinnacle Private Wealth increased its Microsoft (MSFT) stake by 30% in Q2 2022, buying an estimated $1.32M and bringing the position to 20,962 shares worth $5.38M. The position accounts for 2.11% of the portfolio, ranked #3.

Pinnacle Private Wealth first reported a position in MSFT in Q4 2021 and has held it in 3 quarters since. 4,511 funds tracked by Wall St. Rank hold MSFT as of Q2 2022.

  • Pinnacle Private Wealth held 20,962 shares of Microsoft worth $5.38M as of Q2 2022.
  • Pinnacle Private Wealth bought 4,879 Microsoft shares in Q2 2022, an estimated $1.32M.
  • Microsoft made up 2.11% of Pinnacle Private Wealth's portfolio in Q2 2022, its #3 holding.
  • Pinnacle Private Wealth first reported a position in Microsoft in Q4 2021 and has held it in 3 quarters since.
  • 4,511 funds tracked by Wall St. Rank held Microsoft as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.