Insight Folios’s Microsoft MSFT Stock Holding History

Insight Folios’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 Q3	$1.41M	Sell	3,283 -71	-2%	-$30.4K	0.5%	34
2024 Q2	$1.5M	Buy	3,354 +114	+4%	+$48.1K	0.62%	34
2024 Q1	$1.36M	Buy	3,240 +395	+14%	+$160K	0.55%	34
2023 Q4	$1.07M	Buy	2,845 +43	+2%	+$15.3K	0.46%	34
2023 Q3	$885K	Sell	2,802 -7	-0.2%	-$2.31K	0.43%	34
2023 Q2	$957K	Buy	2,809 +238	+9%	+$74.6K	0.4%	34
2023 Q1	$741K	Buy	2,571 +31	+1%	+$7.91K	0.33%	36
2022 Q4	$609K	Sell	2,540 -38	-1%	-$9.12K	0.28%	37
2022 Q3	$601K	Sell	2,578 -512	-17%	-$135K	0.31%	35
2022 Q2	$794K	Buy	3,090 +979	+46%	+$266K	0.38%	33
2022 Q1	$651K	Buy	2,111 +108	+5%	+$32.5K	0.29%	39
2021 Q4	$674K	Buy	2,003 +229	+13%	+$74.2K	0.32%	42
2021 Q3	$500K	Buy	1,774 +646	+57%	+$188K	0.28%	48
2021 Q2	$306K	Buy	+1,128	New	+$287K	0.18%	43

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Insight Folios's MSFT Position: Q3 2024 in Review

Insight Folios reduced its Microsoft (MSFT) stake by 2.1% in Q3 2024, selling an estimated $30.4K and leaving 3,283 shares worth $1.41M. The position accounts for 0.5% of the portfolio, ranked #34.

Insight Folios first reported a position in MSFT in Q2 2021 and has held it in 14 quarters since. The position peaked at $1.5M in Q2 2024. 5,284 funds tracked by Wall St. Rank hold MSFT as of Q3 2024.

Insight Folios held 3,283 shares of Microsoft worth $1.41M as of Q3 2024.
Insight Folios sold 71 Microsoft shares in Q3 2024, an estimated $30.4K.
Microsoft made up 0.5% of Insight Folios's portfolio in Q3 2024, its #34 holding.
Insight Folios first reported a position in Microsoft in Q2 2021 and has held it in 14 quarters since.
Insight Folios's Microsoft position peaked at $1.5M in Q2 2024.
5,284 funds tracked by Wall St. Rank held Microsoft as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.