J. Arnold Wealth Management’s Microsoft MSFT Stock Holding History

J. Arnold 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
2023 Q4	$4.91M	Buy	+13,049	New	+$4.64M	1.67%	10
2023 Q2	–	Sell	-705	Closed	-$203K	–	37
2023 Q1	$203K	Buy	+705	New	+$180K	0.1%	30
2022 Q1	–	Sell	-924	Closed	-$311K	–	54
2021 Q4	$311K	Buy	924 +126	+16%	+$40.9K	0.14%	27
2021 Q3	$225K	Buy	798 +1	+0.1%	+$291	0.11%	37
2021 Q2	$216K	Buy	+797	New	+$203K	0.11%	47

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

J. Arnold Wealth Management's MSFT Position: Q4 2023 in Review

J. Arnold Wealth Management opened a new position in Microsoft (MSFT) in Q4 2023: 13,049 shares worth $4.91M. The stake represents 1.67% of the portfolio and ranks #10 among its holdings. This is a return to the name: J. Arnold Wealth Management previously reported a position in MSFT as recently as Q1 2023.

J. Arnold Wealth Management first reported a position in MSFT in Q2 2021 and has held it in 5 quarters since. 5,204 funds tracked by Wall St. Rank hold MSFT as of Q4 2023.

J. Arnold Wealth Management held 13,049 shares of Microsoft worth $4.91M as of Q4 2023.
Microsoft was a new J. Arnold Wealth Management position in Q4 2023.
Microsoft made up 1.67% of J. Arnold Wealth Management's portfolio in Q4 2023, its #10 holding.
J. Arnold Wealth Management first reported a position in Microsoft in Q2 2021 and has held it in 5 quarters since.
5,204 funds tracked by Wall St. Rank held Microsoft as of Q4 2023.

Based on J. Arnold Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.