KFA
MSFT icon

Kays Financial Advisory’s Microsoft MSFT Stock Holding History

Kays Financial Advisory’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
2020
Q3 		$2.55M Buy
12,102
+135
+1% +$28.4K 0.41% 41
2020
Q2 		$2.44M Buy
11,967
+126
+1% +$22.9K 0.42% 39
2020
Q1 		$1.87M Buy
11,841
+10,156
+603% +$1.67M 0.38% 41
2019
Q4 		$266K Sell
1,685
-1,442
-46% -$212K 0.05% 75
2019
Q3 		$435K Sell
3,127
-73
-2% -$10K 0.08% 81
2019
Q2 		$428K Buy
3,200
+97
+3% +$12.3K 0.08% 77
2019
Q1 		$366K Buy
+3,103
New +$339K 0.07% 84
2018
Q1 		– Sell
-2,762
Closed -$237K – 85
2017
Q4 		$237K Buy
+2,762
New +$227K 0.07% 77

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return