Life Line Wealth Management’s Microsoft MSFT Stock Holding History

Life Line 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
2024 Q1	–	Sell	-727	Closed	-$273K	–	34
2023 Q4	$273K	Buy	+727	New	+$259K	0.11%	25

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

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

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

Life Line Wealth Management's MSFT Position: Q1 2024 in Review

Life Line Wealth Management sold out of Microsoft (MSFT) in Q1 2024, closing a stake of 727 shares — an estimated $273K sold.

Life Line Wealth Management first reported a position in MSFT in Q4 2023 and held it in 1 quarter. The position peaked at $273K in Q4 2023. 5,226 funds tracked by Wall St. Rank hold MSFT as of Q1 2024.

Life Line Wealth Management reported no remaining Microsoft position as of Q1 2024 after selling out during the quarter.
Life Line Wealth Management sold 727 Microsoft shares in Q1 2024, an estimated $273K.
Life Line Wealth Management first reported a position in Microsoft in Q4 2023 and held it in 1 quarter.
Life Line Wealth Management's Microsoft position peaked at $273K in Q4 2023.
5,226 funds tracked by Wall St. Rank held Microsoft as of Q1 2024.

Based on Life Line Wealth Management's 13F filing for Q1 2024, filed 31 Oct 2024.