Bickling Financial Services’s Microsoft MSFT Stock Holding History

Bickling Financial Services’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
2022 Q4	$1.77M	Buy	7,374 +63	+0.9%	+$15.1K	1.1%	22
2022 Q3	$1.7M	Sell	7,311 -78	-1%	-$20.6K	1.15%	21
2022 Q2	$1.9M	Buy	7,389 +117	+2%	+$31.8K	1.2%	20
2022 Q1	$2.24M	Buy	7,272 +47	+0.7%	+$14.1K	1.15%	23
2021 Q4	$2.43M	Buy	7,225 +455	+7%	+$148K	1.18%	21
2021 Q3	$1.91M	Sell	6,770 -344	-5%	-$100K	0.97%	25
2021 Q2	$1.93M	Buy	7,114 +487	+7%	+$124K	0.87%	26
2021 Q1	$1.56M	Buy	6,627 +1,316	+25%	+$305K	0.79%	29
2020 Q4	$1.18M	Buy	+5,311	New	+$1.14M	0.73%	31

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bickling Financial Services's MSFT Position: Q4 2022 in Review

Bickling Financial Services increased its Microsoft (MSFT) stake by 0.86% in Q4 2022, buying an estimated $15.1K and bringing the position to 7,374 shares worth $1.77M. The position accounts for 1.1% of the portfolio, ranked #22.

Bickling Financial Services first reported a position in MSFT in Q4 2020 and has held it in 9 quarters since. The position peaked at $2.43M in Q4 2021. 4,673 funds tracked by Wall St. Rank hold MSFT as of Q4 2022.

Bickling Financial Services held 7,374 shares of Microsoft worth $1.77M as of Q4 2022.
Bickling Financial Services bought 63 Microsoft shares in Q4 2022, an estimated $15.1K.
Microsoft made up 1.1% of Bickling Financial Services's portfolio in Q4 2022, its #22 holding.
Bickling Financial Services first reported a position in Microsoft in Q4 2020 and has held it in 9 quarters since.
Bickling Financial Services's Microsoft position peaked at $2.43M in Q4 2021.
4,673 funds tracked by Wall St. Rank held Microsoft as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.