Traverso Chambers Private Wealth Management’s Microsoft MSFT Stock Holding History

Traverso Chambers Private 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 Q4	$3.38M	Sell	9,002 -295	-3%	-$105K	0.82%	26
2023 Q3	$2.94M	Buy	9,297 +160	+2%	+$52.9K	0.79%	24
2023 Q2	$3.11M	Sell	9,137 -31	-0.3%	-$9.72K	0.82%	25
2023 Q1	$2.64M	Buy	9,168 +350	+4%	+$89.3K	0.72%	25
2022 Q4	$2.11M	Buy	8,818 +8	+0.1%	+$1.92K	0.61%	26
2022 Q3	$2.05M	Buy	8,810 +181	+2%	+$47.8K	0.63%	28
2022 Q2	$2.22M	Sell	8,629 -121	-1%	-$32.8K	0.74%	21
2022 Q1	$2.7M	Buy	8,750 +73	+0.8%	+$22K	0.8%	24
2021 Q4	$2.92M	Buy	8,677 +94	+1%	+$30.5K	0.87%	21
2021 Q3	$2.42M	Buy	8,583 +9	+0.1%	+$2.62K	0.75%	24
2021 Q2	$2.32M	Sell	8,574 -102	-1%	-$25.9K	0.73%	23
2021 Q1	$2.05M	Buy	8,676 +141	+2%	+$32.7K	0.69%	23
2020 Q4	$1.9M	Buy	8,535 +93	+1%	+$20K	0.68%	23
2020 Q3	$1.78M	Buy	8,442 +1,084	+15%	+$228K	0.69%	23
2020 Q2	$1.5M	Buy	7,358 +337	+5%	+$61.2K	0.63%	24
2020 Q1	$1.11M	Buy	7,021 +102	+1%	+$16.8K	0.52%	30
2019 Q4	$1.09M	Sell	6,919 -403	-6%	-$59.2K	0.46%	34
2019 Q3	$1.02M	Hold	7,322	–	–	0.49%	32
2019 Q2	$1M	Hold	7,322	–	–	0.49%	35
2019 Q1	$864K	Buy	7,322 +100	+1%	+$10.9K	0.42%	36
2018 Q4	$734K	Buy	+7,222	New	+$774K	0.4%	37

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Traverso Chambers Private Wealth Management's MSFT Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management reduced its Microsoft (MSFT) stake by 3.2% in Q4 2023, selling an estimated $105K and leaving 9,002 shares worth $3.38M. The position accounts for 0.82% of the portfolio, ranked #26.

Traverso Chambers Private Wealth Management first reported a position in MSFT in Q4 2018 and has held it in 21 quarters since. 5,204 funds tracked by Wall St. Rank hold MSFT as of Q4 2023.

Traverso Chambers Private Wealth Management held 9,002 shares of Microsoft worth $3.38M as of Q4 2023.
Traverso Chambers Private Wealth Management sold 295 Microsoft shares in Q4 2023, an estimated $105K.
Microsoft made up 0.82% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #26 holding.
Traverso Chambers Private Wealth Management first reported a position in Microsoft in Q4 2018 and has held it in 21 quarters since.
5,204 funds tracked by Wall St. Rank held Microsoft as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.