Catalyst Wealth Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$2.95M Buy
10,229
+196
+2% +$50K 2.76% 2
2022
Q4
$2.41M Buy
+10,033
New +$2.41M 2.27% 6

Other funds holding MSFT

Catalyst Wealth Management's MSFT Position: Q1 2023 in Review

Catalyst Wealth Management increased its Microsoft (MSFT) stake by 2% in Q1 2023, buying an estimated $50K and bringing the position to 10,229 shares worth $2.95M. The position accounts for 2.76% of the portfolio, ranked #2.

Catalyst Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 2 quarters since. 4,711 funds tracked by Wall St. Rank hold MSFT as of Q1 2023.

  • Catalyst Wealth Management held 10,229 shares of Microsoft worth $2.95M as of Q1 2023.
  • Catalyst Wealth Management bought 196 Microsoft shares in Q1 2023, an estimated $50K.
  • Microsoft made up 2.76% of Catalyst Wealth Management's portfolio in Q1 2023, its #2 holding.
  • Catalyst Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 2 quarters since.
  • 4,711 funds tracked by Wall St. Rank held Microsoft as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.