Legacy Wealth Planning’s Microsoft MSFT Stock Holding History

Legacy Wealth Planning’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
2022 Q3	$1.31M	Sell	5,627 -53	-0.9%	-$14K	2.17%	11
2022 Q2	$1.46M	Sell	5,680 -1,316	-19%	-$357K	2.09%	12
2022 Q1	$2.16M	Buy	6,996 +209	+3%	+$62.9K	2.54%	6
2021 Q4	$2.28M	Sell	6,787 -845	-11%	-$274K	2.6%	6
2021 Q3	$2.15M	Buy	7,632 +47	+0.6%	+$13.7K	2.41%	7
2021 Q2	$2.06M	Sell	7,585 -13	-0.2%	-$3.3K	2.34%	7
2021 Q1	$1.79M	Buy	7,598 +23	+0.3%	+$5.34K	2.28%	7
2020 Q4	$1.69M	Sell	7,575 -21	-0.3%	-$4.52K	2.16%	9
2020 Q3	$1.6M	Buy	7,596 +368	+5%	+$77.3K	1.83%	12
2020 Q2	$1.47M	Buy	7,228 +1	+0%	+$182	1.75%	12
2020 Q1	$1.14M	Buy	7,227 +470	+7%	+$77.3K	1.83%	12
2019 Q4	$1.07M	Buy	+6,757	New	+$993K	1.21%	23

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Legacy Wealth Planning's MSFT Position: Q3 2022 in Review

Legacy Wealth Planning reduced its Microsoft (MSFT) stake by 0.93% in Q3 2022, selling an estimated $14K and leaving 5,627 shares worth $1.31M. The position accounts for 2.17% of the portfolio, ranked #11.

Legacy Wealth Planning first reported a position in MSFT in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.28M in Q4 2021. 4,501 funds tracked by Wall St. Rank hold MSFT as of Q3 2022.

Legacy Wealth Planning held 5,627 shares of Microsoft worth $1.31M as of Q3 2022.
Legacy Wealth Planning sold 53 Microsoft shares in Q3 2022, an estimated $14K.
Microsoft made up 2.17% of Legacy Wealth Planning's portfolio in Q3 2022, its #11 holding.
Legacy Wealth Planning first reported a position in Microsoft in Q4 2019 and has held it in 12 quarters since.
Legacy Wealth Planning's Microsoft position peaked at $2.28M in Q4 2021.
4,501 funds tracked by Wall St. Rank held Microsoft as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.