Loveless Wealth Management’s Microsoft MSFT Stock Holding History

Loveless 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
2022 Q2	$2.23M	Sell	8,703 -13	-0.1%	-$3.53K	1.46%	20
2022 Q1	$2.69M	Buy	8,716 +246	+3%	+$74K	1.52%	18
2021 Q4	$2.85M	Sell	8,470 -279	-3%	-$90.5K	1.56%	17
2021 Q3	$2.47M	Sell	8,749 -560	-6%	-$163K	1.5%	20
2021 Q2	$2.52M	Buy	9,309 +210	+2%	+$53.4K	1.53%	19
2021 Q1	$2.15M	Sell	9,099 -40	-0.4%	-$9.28K	1.42%	21
2020 Q4	$2.03M	Sell	9,139 -1,196	-12%	-$257K	1.5%	22
2020 Q3	$2.17M	Sell	10,335 -505	-5%	-$106K	1.83%	15
2020 Q2	$2.21M	Sell	10,840 -689	-6%	-$125K	2.06%	12
2020 Q1	$1.82M	Sell	11,529 -385	-3%	-$63.3K	2.14%	9
2019 Q4	$1.89M	Buy	+11,914	New	+$1.75M	1.63%	16

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

Loveless Wealth Management's MSFT Position: Q2 2022 in Review

Loveless Wealth Management reduced its Microsoft (MSFT) stake by 0.15% in Q2 2022, selling an estimated $3.53K and leaving 8,703 shares worth $2.23M. The position accounts for 1.46% of the portfolio, ranked #20.

Loveless Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.85M in Q4 2021. 4,507 funds tracked by Wall St. Rank hold MSFT as of Q2 2022.

Loveless Wealth Management held 8,703 shares of Microsoft worth $2.23M as of Q2 2022.
Loveless Wealth Management sold 13 Microsoft shares in Q2 2022, an estimated $3.53K.
Microsoft made up 1.46% of Loveless Wealth Management's portfolio in Q2 2022, its #20 holding.
Loveless Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's Microsoft position peaked at $2.85M in Q4 2021.
4,507 funds tracked by Wall St. Rank held Microsoft as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.