Clear Perspectives Financial Planning’s Microsoft MSFT Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$177K	Hold	614	–	–	0.1%	42
2022 Q4	$147K	Sell	614 -6	-1%	-$1.44K	0.08%	50
2022 Q3	$144K	Buy	620 +6	+1%	+$1.58K	0.07%	53
2022 Q2	$158K	Hold	614	–	–	0.06%	58
2022 Q1	$189K	Hold	614	–	–	0.07%	52
2021 Q4	$207K	Hold	614	–	–	0.08%	56
2021 Q3	$173K	Hold	614	–	–	0.08%	61
2021 Q2	$166K	Hold	614	–	–	0.08%	64
2021 Q1	$145K	Hold	614	–	–	0.08%	60
2020 Q4	$137K	Buy	+614	New	+$132K	0.09%	60

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

Norges Bank Oslo, Norway $935B AUM

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

Clear Perspectives Financial Planning's MSFT Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Microsoft (MSFT) position steady in Q1 2023 at 614 shares worth $177K. The position accounts for 0.1% of the portfolio, ranked #42.

Clear Perspectives Financial Planning first reported a position in MSFT in Q4 2020 and has held it in 10 quarters since. The position peaked at $207K in Q4 2021. 4,708 funds tracked by Wall St. Rank hold MSFT as of Q1 2023.

Clear Perspectives Financial Planning held 614 shares of Microsoft worth $177K as of Q1 2023.
Clear Perspectives Financial Planning left its Microsoft share count unchanged in Q1 2023.
Microsoft made up 0.1% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #42 holding.
Clear Perspectives Financial Planning first reported a position in Microsoft in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Microsoft position peaked at $207K in Q4 2021.
4,708 funds tracked by Wall St. Rank held Microsoft as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.