MKD Wealth Coaches’s Microsoft MSFT Stock Holding History

MKD Wealth Coaches’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
2021 Q4	$407K	Buy	1,210 +910	+303%	+$295K	0.56%	15
2021 Q3	$85K	Hold	300	–	–	0.13%	24
2021 Q2	$81K	Hold	300	–	–	0.13%	21
2021 Q1	$71K	Hold	300	–	–	0.12%	21
2020 Q4	$67K	Hold	300	–	–	0.11%	24
2020 Q3	$63K	Sell	300 -1,021	-77%	-$214K	0.09%	32
2020 Q2	$269K	Buy	+1,321	New	+$240K	0.34%	29
2019 Q3	–	Sell	-3,595	Closed	-$113K	–	147
2019 Q2	$113K	Buy	3,595 +2,770	+336%	+$352K	0.1%	62
2019 Q1	$97K	Buy	825 +525	+175%	+$57.3K	0.1%	64
2018 Q4	$30K	Buy	+300	New	+$32.1K	0.04%	98

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MKD Wealth Coaches's MSFT Position: Q4 2021 in Review

MKD Wealth Coaches increased its Microsoft (MSFT) stake by 303% in Q4 2021, buying an estimated $295K and bringing the position to 1,210 shares worth $407K. The position accounts for 0.56% of the portfolio, ranked #15.

MKD Wealth Coaches first reported a position in MSFT in Q4 2018 and has held it in 10 quarters since. 4,542 funds tracked by Wall St. Rank hold MSFT as of Q4 2021.

MKD Wealth Coaches held 1,210 shares of Microsoft worth $407K as of Q4 2021.
MKD Wealth Coaches bought 910 Microsoft shares in Q4 2021, an estimated $295K.
Microsoft made up 0.56% of MKD Wealth Coaches's portfolio in Q4 2021, its #15 holding.
MKD Wealth Coaches first reported a position in Microsoft in Q4 2018 and has held it in 10 quarters since.
4,542 funds tracked by Wall St. Rank held Microsoft as of Q4 2021.

Based on MKD Wealth Coaches's 13F filing for Q4 2021, filed 24 Jan 2022.