SEC 13F Intelligence

Hall Private Wealth Advisors / MSFT

Hall Private Wealth Advisors’s Microsoft Corp Position

Does Hall Private Wealth Advisors own Microsoft Corp (MSFT)? Yes — 19.7K shares worth $6M (+4.19% of its 13F portfolio) as of Q3 2023, down from 19.8K shares the prior filed quarter.

Position Value
$6M
Q3 2023
Shares
19.7K
% of Portfolio
+4.19%
Quarters Held
11
currently held

Position History MSFT

Reported value by quarter
Q1 ’21: $563,000Q1 ’21Q2 ’21: $568,000Q3 ’21: $531,000Q3 ’21Q4 ’21: $603,000Q1 ’22: $552,000Q1 ’22Q2 ’22: $448,000Q3 ’22: $523,000Q3 ’22Q4 ’22: $961,918Q1 ’23: $1MQ1 ’23Q2 ’23: $7MQ3 ’23: $6MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202319.7K$6M+4.19%
Q2 202319.8K$7M+3.65%
Q1 20235.0K$1M+0.74%
Q4 20224.0K$961,918+0.55%
Q3 20222.2K$523,000+0.30%
Q2 20221.7K$448,000+0.25%
Q1 20221.8K$552,000+0.29%
Q4 20211.8K$603,000+0.37%
Q3 20211.9K$531,000+0.34%
Q2 20212.1K$568,000+0.37%
Q1 20212.5K$563,000+0.46%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hall Private Wealth Advisors’s full portfolio or all institutional holders of MSFT.