Sanford Advisory Services’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$497K Buy
2,074
+363
+21% +$87.1K 0.12% 85
2022
Q3
$398K Buy
1,711
+119
+7% +$31.4K 0.11% 75
2022
Q2
$408K Buy
1,592
+305
+24% +$82.8K 0.12% 76
2022
Q1
$397K Buy
1,287
+80
+7% +$24.1K 0.11% 73
2021
Q4
$406K Buy
1,207
+45
+4% +$14.6K 0.09% 74
2021
Q3
$328K Sell
1,162
-2,000
-63% -$582K 0.08% 83
2021
Q2
$857K Buy
3,162
+100
+3% +$25.4K 0.22% 44
2021
Q1
$722K Sell
3,062
-1
-0% -$232 0.2% 45
2020
Q4
$681K Buy
+3,063
New +$659K 0.22% 45

Other funds holding MSFT

Sanford Advisory Services's MSFT Position: Q4 2022 in Review

Sanford Advisory Services increased its Microsoft (MSFT) stake by 21% in Q4 2022, buying an estimated $87.1K and bringing the position to 2,074 shares worth $497K. The position accounts for 0.12% of the portfolio, ranked #85.

Sanford Advisory Services first reported a position in MSFT in Q4 2020 and has held it in 9 quarters since. The position peaked at $857K in Q2 2021. 4,672 funds tracked by Wall St. Rank hold MSFT as of Q4 2022.

  • Sanford Advisory Services held 2,074 shares of Microsoft worth $497K as of Q4 2022.
  • Sanford Advisory Services bought 363 Microsoft shares in Q4 2022, an estimated $87.1K.
  • Microsoft made up 0.12% of Sanford Advisory Services's portfolio in Q4 2022, its #85 holding.
  • Sanford Advisory Services first reported a position in Microsoft in Q4 2020 and has held it in 9 quarters since.
  • Sanford Advisory Services's Microsoft position peaked at $857K in Q2 2021.
  • 4,672 funds tracked by Wall St. Rank held Microsoft as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.