Tiedemann Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $10.8M | Sell |
34,082
-658
| -2% | -$217K | 0.46% | 24 |
|
|
2023
Q2 | $11.8M | Buy |
34,740
+10,316
| +42% | +$3.23M | 0.5% | 25 |
|
|
2023
Q1 | $7.04M | Sell |
24,424
-7,866
| -24% | -$2.01M | 0.32% | 38 |
|
|
2022
Q4 | $7.74M | Sell |
32,290
-3,475
| -10% | -$834K | 0.37% | 33 |
|
|
2022
Q3 | $8.33M | Sell |
35,765
-147
| -0.4% | -$38.8K | 0.5% | 26 |
|
|
2022
Q2 | $9.23M | Sell |
35,912
-1,179
| -3% | -$320K | 0.69% | 25 |
|
|
2022
Q1 | $11.4M | Buy |
37,091
+619
| +2% | +$186K | 0.58% | 24 |
|
|
2021
Q4 | $12.3M | Sell |
36,472
-652
| -2% | -$211K | 0.6% | 27 |
|
|
2021
Q3 | $10.5M | Sell |
37,124
-3,794
| -9% | -$1.1M | 0.56% | 28 |
|
|
2021
Q2 | $11.1M | Sell |
40,918
-3,207
| -7% | -$815K | 0.44% | 32 |
|
|
2021
Q1 | $10.4M | Buy |
44,125
+2,401
| +6% | +$557K | 0.46% | 30 |
|
|
2020
Q4 | $9.28M | Sell |
41,724
-15,993
| -28% | -$3.44M | 0.45% | 31 |
|
|
2020
Q3 | $12.1M | Sell |
57,717
-1,854
| -3% | -$389K | 0.59% | 30 |
|
|
2020
Q2 | $12.1M | Buy |
59,571
+278
| +0.5% | +$50.5K | 0.64% | 29 |
|
|
2020
Q1 | $9.35M | Buy |
59,293
+140
| +0.2% | +$23K | 0.61% | 32 |
|
|
2019
Q4 | $9.33M | Sell |
59,153
-17,295
| -23% | -$2.54M | 0.45% | 49 |
|
|
2019
Q3 | $10.6M | Buy |
76,448
+19,719
| +35% | +$2.71M | 0.51% | 41 |
|
|
2019
Q2 | $7.6M | Sell |
56,729
-63,407
| -53% | -$8.05M | 0.38% | 48 |
|
|
2019
Q1 | $14.2M | Buy |
120,136
+5,614
| +5% | +$613K | 0.67% | 32 |
|
|
2018
Q4 | $11.6M | Buy |
114,522
+54,073
| +89% | +$5.79M | 0.59% | 40 |
|
|
2018
Q3 | $6.92M | Buy |
60,449
+266
| +0.4% | +$28.8K | 0.41% | 55 |
|
|
2018
Q2 | $5.93M | Sell |
60,183
-1,576
| -3% | -$153K | 0.38% | 56 |
|
|
2018
Q1 | $5.63M | Buy |
61,759
+31,156
| +102% | +$2.85M | 0.39% | 52 |
|
|
2017
Q4 | $2.62M | Sell |
30,603
-45,165
| -60% | -$3.7M | 0.2% | 69 |
|
|
2017
Q3 | $4.83M | Sell |
75,768
-49,524
| -40% | -$3.62M | 0.43% | 46 |
|
|
2017
Q2 | $8.64M | Buy |
125,292
+6,641
| +6% | +$456K | 0.63% | 32 |
|
|
2017
Q1 | $7.81M | Buy |
118,651
+22,863
| +24% | +$1.47M | 0.66% | 36 |
|
|
2016
Q4 | $5.95M | Buy |
95,788
+48,514
| +103% | +$2.92M | 0.59% | 40 |
|
|
2016
Q3 | $2.88M | Buy |
47,274
+28,563
| +153% | +$1.61M | 0.6% | 19 |
|
|
2016
Q2 | $957K | Hold |
18,711
| – | – | 0.92% | 31 |
|
|
2016
Q1 | $1.03M | Hold |
18,711
| – | – | 0.82% | 28 |
|
|
2015
Q4 | $1.04M | Buy |
18,711
+1,451
| +8% | +$76.4K | 0.4% | 32 |
|
|
2015
Q3 | $764K | Buy |
+17,260
| New | +$775K | 0.59% | 26 |
|
Other funds holding MSFT
Tiedemann Advisors's MSFT Position: Q3 2023 in Review
Tiedemann Advisors reduced its Microsoft (MSFT) stake by 1.9% in Q3 2023, selling an estimated $217K and leaving 34,082 shares worth $10.8M. The position accounts for 0.46% of the portfolio, ranked #24.
Tiedemann Advisors first reported a position in MSFT in Q3 2015 and has held it in 33 quarters since. The position peaked at $14.2M in Q1 2019. 4,850 funds tracked by Wall St. Rank hold MSFT as of Q3 2023.
- Tiedemann Advisors held 34,082 shares of Microsoft worth $10.8M as of Q3 2023.
- Tiedemann Advisors sold 658 Microsoft shares in Q3 2023, an estimated $217K.
- Microsoft made up 0.46% of Tiedemann Advisors's portfolio in Q3 2023, its #24 holding.
- Tiedemann Advisors first reported a position in Microsoft in Q3 2015 and has held it in 33 quarters since.
- Tiedemann Advisors's Microsoft position peaked at $14.2M in Q1 2019.
- 4,850 funds tracked by Wall St. Rank held Microsoft as of Q3 2023.
Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.