FirstPurpose Wealth’s Microsoft MSFT Stock Holding History

FirstPurpose Wealth’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	$3.15M	Buy	7,438 +133	+2%	+$53.8K	1.14%	16
2023 Q4	$2.75M	Buy	7,305 +1,484	+25%	+$528K	1.05%	16
2023 Q3	$1.84M	Sell	5,821 -31	-0.5%	-$10.2K	0.79%	23
2023 Q2	$1.99M	Sell	5,852 -497	-8%	-$156K	0.85%	23
2023 Q1	$1.83M	Buy	6,349 +159	+3%	+$40.6K	0.9%	22
2022 Q4	$1.48M	Buy	6,190 +362	+6%	+$86.9K	0.83%	21
2022 Q3	$1.36M	Buy	5,828 +780	+15%	+$206K	0.89%	24
2022 Q2	$1.3M	Buy	5,048 +560	+12%	+$152K	0.87%	24
2022 Q1	$1.38M	Buy	4,488 +483	+12%	+$145K	1.08%	19
2021 Q4	$1.35M	Buy	+4,005	New	+$1.3M	0.85%	19

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

FirstPurpose Wealth's MSFT Position: Q1 2024 in Review

FirstPurpose Wealth increased its Microsoft (MSFT) stake by 1.8% in Q1 2024, buying an estimated $53.8K and bringing the position to 7,438 shares worth $3.15M. The position accounts for 1.14% of the portfolio, ranked #16.

FirstPurpose Wealth first reported a position in MSFT in Q4 2021 and has held it in 10 quarters since. 5,226 funds tracked by Wall St. Rank hold MSFT as of Q1 2024.

FirstPurpose Wealth held 7,438 shares of Microsoft worth $3.15M as of Q1 2024.
FirstPurpose Wealth bought 133 Microsoft shares in Q1 2024, an estimated $53.8K.
Microsoft made up 1.14% of FirstPurpose Wealth's portfolio in Q1 2024, its #16 holding.
FirstPurpose Wealth first reported a position in Microsoft in Q4 2021 and has held it in 10 quarters since.
5,226 funds tracked by Wall St. Rank held Microsoft as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.