Triad Financial Advisors’s Microsoft MSFT Stock Holding History

Triad Financial Advisors’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 Q3	$2.06M	Buy	6,527 +744	+13%	+$246K	0.73%	19
2023 Q2	$1.97M	Sell	5,783 -56	-1%	-$17.6K	0.81%	18
2023 Q1	$1.68M	Sell	5,839 -354	-6%	-$90.3K	0.73%	21
2022 Q4	$1.49M	Sell	6,193 -958	-13%	-$230K	0.66%	21
2022 Q3	$1.67M	Buy	7,151 +16	+0.2%	+$4.22K	0.91%	14
2022 Q2	$1.83M	Sell	7,135 -223	-3%	-$60.5K	1.01%	13
2022 Q1	$2.27M	Buy	7,358 +21	+0.3%	+$6.32K	1.21%	9
2021 Q4	$2.47M	Buy	+7,337	New	+$2.38M	1.46%	8

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

Triad Financial Advisors's MSFT Position: Q3 2023 in Review

Triad Financial Advisors increased its Microsoft (MSFT) stake by 13% in Q3 2023, buying an estimated $246K and bringing the position to 6,527 shares worth $2.06M. The position accounts for 0.73% of the portfolio, ranked #19.

Triad Financial Advisors first reported a position in MSFT in Q4 2021 and has held it in 8 quarters since. The position peaked at $2.47M in Q4 2021. 4,850 funds tracked by Wall St. Rank hold MSFT as of Q3 2023.

Triad Financial Advisors held 6,527 shares of Microsoft worth $2.06M as of Q3 2023.
Triad Financial Advisors bought 744 Microsoft shares in Q3 2023, an estimated $246K.
Microsoft made up 0.73% of Triad Financial Advisors's portfolio in Q3 2023, its #19 holding.
Triad Financial Advisors first reported a position in Microsoft in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's Microsoft position peaked at $2.47M in Q4 2021.
4,850 funds tracked by Wall St. Rank held Microsoft as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.