Bromfield Sneider Wealth Advisors’s Microsoft MSFT Stock Holding History

Bromfield Sneider Wealth 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
2024 Q1	$423K	Buy	1,005 +651	+184%	+$264K	0.26%	34
2023 Q4	$133K	Hold	354	–	–	0.09%	49
2023 Q3	$112K	Sell	354 -90	-20%	-$29.7K	0.08%	49
2023 Q2	$151K	Hold	444	–	–	0.12%	44
2023 Q1	$128K	Hold	444	–	–	0.11%	43
2022 Q4	$106K	Hold	444	–	–	0.1%	42
2022 Q3	$103K	Hold	444	–	–	0.12%	41
2022 Q2	$114K	Sell	444 -658	-60%	-$179K	0.14%	38
2022 Q1	$340K	Buy	+1,102	New	+$332K	0.36%	17

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's MSFT Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors increased its Microsoft (MSFT) stake by 184% in Q1 2024, buying an estimated $264K and bringing the position to 1,005 shares worth $423K. The position accounts for 0.26% of the portfolio, ranked #34.

Bromfield Sneider Wealth Advisors first reported a position in MSFT in Q1 2022 and has held it in 9 quarters since. 5,235 funds tracked by Wall St. Rank hold MSFT as of Q1 2024.

Bromfield Sneider Wealth Advisors held 1,005 shares of Microsoft worth $423K as of Q1 2024.
Bromfield Sneider Wealth Advisors bought 651 Microsoft shares in Q1 2024, an estimated $264K.
Microsoft made up 0.26% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #34 holding.
Bromfield Sneider Wealth Advisors first reported a position in Microsoft in Q1 2022 and has held it in 9 quarters since.
5,235 funds tracked by Wall St. Rank held Microsoft as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.