Aspire Wealth Management’s Microsoft MSFT Stock Holding History

Aspire 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
2024 Q3	$1.32M	Buy	3,075 +2	+0.1%	+$855	0.71%	30
2024 Q2	$1.37M	Sell	3,073 -6	-0.2%	-$2.53K	0.79%	30
2024 Q1	$1.3M	Sell	3,079 -16	-0.5%	-$6.48K	0.78%	28
2023 Q4	$1.16M	Buy	3,095 +39	+1%	+$13.9K	0.79%	27
2023 Q3	$965K	Sell	3,056 -123	-4%	-$40.6K	0.73%	32
2023 Q2	$1.08M	Buy	3,179 +1	+0%	+$313	0.82%	27
2023 Q1	$916K	Buy	3,178 +48	+2%	+$12.2K	0.74%	31
2022 Q4	$751K	Sell	3,130 -1	-0%	-$240	0.65%	37
2022 Q3	$729K	Sell	3,131 -78	-2%	-$20.6K	0.69%	36
2022 Q2	$824K	Buy	3,209 +66	+2%	+$17.9K	0.76%	31
2022 Q1	$969K	Buy	3,143 +288	+10%	+$86.6K	0.77%	33
2021 Q4	$960K	Buy	+2,855	New	+$926K	0.78%	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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aspire Wealth Management's MSFT Position: Q3 2024 in Review

Aspire Wealth Management increased its Microsoft (MSFT) stake by 0.07% in Q3 2024, buying an estimated $855 and bringing the position to 3,075 shares worth $1.32M. The position accounts for 0.71% of the portfolio, ranked #30.

Aspire Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.37M in Q2 2024. 5,284 funds tracked by Wall St. Rank hold MSFT as of Q3 2024.

Aspire Wealth Management held 3,075 shares of Microsoft worth $1.32M as of Q3 2024.
Aspire Wealth Management bought 2 Microsoft shares in Q3 2024, an estimated $855.
Microsoft made up 0.71% of Aspire Wealth Management's portfolio in Q3 2024, its #30 holding.
Aspire Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's Microsoft position peaked at $1.37M in Q2 2024.
5,284 funds tracked by Wall St. Rank held Microsoft as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.