Silicon Hills Wealth Management’s Microsoft MSFT Stock Holding History

Silicon Hills Wealth Management’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	$1.56M	Buy	4,575 +230	+5%	+$72.1K	0.88%	22
2023 Q1	$1.25M	Sell	4,345 -2	-0%	-$510	0.75%	26
2022 Q4	$1.04M	Sell	4,347 -102	-2%	-$24.5K	0.77%	32
2022 Q3	$1.04M	Buy	4,449 +113	+3%	+$29.8K	0.82%	29
2022 Q2	$1.11M	Buy	4,336 +899	+26%	+$244K	0.82%	29
2022 Q1	$1.06M	Sell	3,437 -100	-3%	-$30.1K	0.68%	37
2021 Q4	$1.19M	Sell	3,537 -31	-0.9%	-$10.1K	0.74%	36
2021 Q3	$1.01M	Sell	3,568 -23	-0.6%	-$6.69K	0.69%	45
2021 Q2	$973K	Buy	3,591 +102	+3%	+$25.9K	0.76%	42
2021 Q1	$823K	Buy	3,489 +2	+0.1%	+$464	0.74%	41
2020 Q4	$776K	Buy	3,487 +140	+4%	+$30.1K	0.7%	38
2020 Q3	$704K	Hold	3,347	–	–	0.73%	38
2020 Q2	$681K	Buy	3,347 +25	+0.8%	+$4.54K	0.82%	35
2020 Q1	$524K	Buy	3,322 +3,312	+33,120%	+$545K	0.69%	40
2019 Q4	$774	Buy	+10	New	+$1.47K	0.59%	40

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

Silicon Hills Wealth Management's MSFT Position: Q2 2023 in Review

Silicon Hills Wealth Management increased its Microsoft (MSFT) stake by 5.3% in Q2 2023, buying an estimated $72.1K and bringing the position to 4,575 shares worth $1.56M. The position accounts for 0.88% of the portfolio, ranked #22.

Silicon Hills Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 15 quarters since. 4,805 funds tracked by Wall St. Rank hold MSFT as of Q2 2023.

Silicon Hills Wealth Management held 4,575 shares of Microsoft worth $1.56M as of Q2 2023.
Silicon Hills Wealth Management bought 230 Microsoft shares in Q2 2023, an estimated $72.1K.
Microsoft made up 0.88% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #22 holding.
Silicon Hills Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 15 quarters since.
4,805 funds tracked by Wall St. Rank held Microsoft as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.