Foresight Wealth Management’s Microsoft MSFT Stock Holding History

Foresight 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 Q1	–	Sell	-10,400	Closed	-$3.08M	–	131
2021 Q4	$3.08M	Buy	10,400 +2,500	+32%	+$811K	0.04%	22
2021 Q3	$129K	Sell	7,900 -2,800	-26%	-$815K	0.03%	110
2021 Q2	$138K	Buy	10,700 +200	+2%	+$50.8K	0.03%	123
2021 Q1	$80K	Sell	10,500 -2,000	-16%	-$464K	0.02%	111
2020 Q4	$100K	Buy	12,500 +10,500	+525%	+$2.26M	0.03%	116
2020 Q3	$83K	Sell	2,000 -3,000	-60%	-$630K	0.03%	93
2020 Q2	$187K	Sell	5,000 -2,600	-34%	-$472K	0.09%	93
2020 Q1	$112K	Sell	7,600 -1,500	-16%	-$247K	0.08%	90
2019 Q4	$137K	Hold	9,100	–	–	0.08%	100
2019 Q3	$77K	Sell	9,100 -500	-5%	-$68.8K	0.06%	100
2019 Q2	$64K	Sell	9,600 -4,900	-34%	-$622K	0.05%	105
2019 Q1	$30K	Hold	14,500	–	–	0.03%	99
2018 Q4	$24K	Buy	+14,500	New	+$1.55M	0.03%	92

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

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

Norges Bank Oslo, Norway $935B AUM

Foresight Wealth Management's MSFT Position: Q4 2022 in Review

Foresight Wealth Management sold out of Microsoft (MSFT) in Q4 2022, closing a stake of 9,266 shares — an estimated $2.16M sold.

Foresight Wealth Management first reported a position in MSFT in Q4 2018 and held it in 16 quarters. The position peaked at $2.83M in Q4 2021. 4,672 funds tracked by Wall St. Rank hold MSFT as of Q4 2022.

Foresight Wealth Management reported no remaining Microsoft position as of Q4 2022 after selling out during the quarter.
Foresight Wealth Management sold 9,266 Microsoft shares in Q4 2022, an estimated $2.16M.
Foresight Wealth Management first reported a position in Microsoft in Q4 2018 and held it in 16 quarters.
Foresight Wealth Management's Microsoft position peaked at $2.83M in Q4 2021.
4,672 funds tracked by Wall St. Rank held Microsoft as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.