Doyle Wealth Management’s Microsoft MSFT Stock Holding History

Doyle 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
2022 Q3	$43.5M	Sell	186,586 -746	-0.4%	-$197K	3.73%	4
2022 Q2	$48.1M	Sell	187,332 -1,591	-0.8%	-$432K	3.88%	2
2022 Q1	$58.2M	Buy	188,923 +771	+0.4%	+$232K	4.2%	1
2021 Q4	$63.3M	Sell	188,152 -4,660	-2%	-$1.51M	4.54%	1
2021 Q3	$54.4M	Sell	192,812 -872	-0.5%	-$254K	4.32%	1
2021 Q2	$52.5M	Buy	193,684 +3,341	+2%	+$849K	4.35%	1
2021 Q1	$44.9M	Sell	190,343 -1,657	-0.9%	-$384K	4.3%	1
2020 Q4	$42.7M	Sell	192,000 -44	-0%	-$9.46K	4.34%	2
2020 Q3	$40.4M	Sell	192,044 -1,464	-0.8%	-$307K	4.69%	1
2020 Q2	$39.4M	Sell	193,508 -14,324	-7%	-$2.6M	5.19%	1
2020 Q1	$32.8M	Buy	207,832 +8,094	+4%	+$1.33M	5.21%	1
2019 Q4	$31.5M	Buy	199,738 +2,714	+1%	+$399K	3.94%	1
2019 Q3	$27.4M	Sell	197,024 -1,955	-1%	-$269K	3.78%	1
2019 Q2	$26.7M	Sell	198,979 -2,639	-1%	-$335K	3.69%	1
2019 Q1	$25.6M	Buy	201,618 +1,531	+0.8%	+$167K	3.73%	1
2018 Q4	$20.3M	Buy	200,087 +6,125	+3%	+$656K	3.43%	4
2018 Q3	$22.2M	Sell	193,962 -7,753	-4%	-$840K	3.45%	4
2018 Q2	$19.9M	Sell	201,715 -153,944	-43%	-$14.9M	3.28%	4
2018 Q1	$32.5M	Sell	355,659 -23,302	-6%	-$2.13M	5.46%	1
2017 Q4	$32.4M	Sell	378,961 -21,812	-5%	-$1.79M	5.48%	1
2017 Q3	$29.9M	Sell	400,773 -9,435	-2%	-$689K	5.23%	1
2017 Q2	$28.3M	Sell	410,208 -3,839	-0.9%	-$264K	5.24%	1
2017 Q1	$27.3M	Buy	+414,047	New	+$26.5M	5.56%	1

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

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

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

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

Doyle Wealth Management's MSFT Position: Q3 2022 in Review

Doyle Wealth Management reduced its Microsoft (MSFT) stake by 0.4% in Q3 2022, selling an estimated $197K and leaving 186,586 shares worth $43.5M. The position accounts for 3.73% of the portfolio, ranked #4.

Doyle Wealth Management first reported a position in MSFT in Q1 2017 and has held it in 23 quarters since. The position peaked at $63.3M in Q4 2021. 4,500 funds tracked by Wall St. Rank hold MSFT as of Q3 2022.

Doyle Wealth Management held 186,586 shares of Microsoft worth $43.5M as of Q3 2022.
Doyle Wealth Management sold 746 Microsoft shares in Q3 2022, an estimated $197K.
Microsoft made up 3.73% of Doyle Wealth Management's portfolio in Q3 2022, its #4 holding.
Doyle Wealth Management first reported a position in Microsoft in Q1 2017 and has held it in 23 quarters since.
Doyle Wealth Management's Microsoft position peaked at $63.3M in Q4 2021.
4,500 funds tracked by Wall St. Rank held Microsoft as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.