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FWM
Foresight Wealth Management’s
Microsoft
MSFT
Stock Holding History
Foresight Wealth Management’s Portfolio
MSFT Stock Details
MSFT Fund Activity
Bought
Maintained
Sold
Shares
Call Options
Put Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-4,700
Closed
-$201K
–
73
2022
Q3
$201K
Buy
+4,700
New
+$1.24M
0.05%
90
2022
Q1
–
Sell
-4,200
Closed
-$1.24M
–
132
2021
Q4
$1.24M
Buy
4,200
+700
+20%
+$227K
0.02%
38
2021
Q3
$59K
Sell
3,500
-5,000
-59%
-$1.45M
0.01%
118
2021
Q2
$100K
Sell
8,500
-1,400
-14%
-$356K
0.02%
127
2021
Q1
$150K
Buy
9,900
+2,000
+25%
+$464K
0.04%
104
2020
Q4
$161K
Sell
7,900
-1,600
-17%
-$344K
0.04%
108
2020
Q3
$126K
Hold
9,500
–
–
0.04%
91
2020
Q2
$131K
Buy
9,500
+3,900
+70%
+$708K
0.06%
95
2020
Q1
$121K
Sell
5,600
-3,000
-35%
-$493K
0.08%
89
2019
Q4
$22K
Hold
8,600
–
–
0.01%
112
2019
Q3
$53K
Buy
8,600
+1,500
+21%
+$206K
0.04%
105
2019
Q2
$37K
Sell
7,100
-12,400
-64%
-$1.57M
0.03%
107
2019
Q1
$58K
Buy
19,500
+1,500
+8%
+$164K
0.05%
96
2018
Q4
$109K
Buy
+18,000
New
+$1.93M
0.12%
89
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$865B AUM
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1-Year Est. Return
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
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1-Year Est. Return
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1-Year Est. Return
Capital World Investors
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$733B AUM
35.63%
1-Year Est. Return
Norges Bank
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$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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