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Ledge Wealth Management’s Microsoft MSFT Stock Holding History

Ledge 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 		$3.72M Sell
9,891
-1,110
-10% -$395K 1.45% 16
2023
Q3 		$3.47M Buy
11,001
+634
+6% +$210K 1.56% 15
2023
Q2 		$3.53M Sell
10,367
-2,598
-20% -$814K 1.69% 15
2023
Q1 		$3.74M Buy
12,965
+91
+0.7% +$23.2K 1.77% 15
2022
Q4 		$3.09M Buy
12,874
+2,794
+28% +$671K 1.41% 16
2022
Q3 		$2.35M Sell
10,080
-1,861
-16% -$491K 1.44% 16
2022
Q2 		$3.07M Buy
11,941
+2,177
+22% +$591K 1.89% 14
2022
Q1 		$3.01M Buy
+9,764
New +$2.94M 1.87% 12

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ledge Wealth Management's MSFT Position: Q4 2023 in Review

Ledge Wealth Management reduced its Microsoft (MSFT) stake by 10% in Q4 2023, selling an estimated $395K and leaving 9,891 shares worth $3.72M. The position accounts for 1.45% of the portfolio, ranked #16.

Ledge Wealth Management first reported a position in MSFT in Q1 2022 and has held it in 8 quarters since. The position peaked at $3.74M in Q1 2023. 5,204 funds tracked by Wall St. Rank hold MSFT as of Q4 2023.

  • Ledge Wealth Management held 9,891 shares of Microsoft worth $3.72M as of Q4 2023.
  • Ledge Wealth Management sold 1,110 Microsoft shares in Q4 2023, an estimated $395K.
  • Microsoft made up 1.45% of Ledge Wealth Management's portfolio in Q4 2023, its #16 holding.
  • Ledge Wealth Management first reported a position in Microsoft in Q1 2022 and has held it in 8 quarters since.
  • Ledge Wealth Management's Microsoft position peaked at $3.74M in Q1 2023.
  • 5,204 funds tracked by Wall St. Rank held Microsoft as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.