Personal Wealth Partners’s Microsoft MSFT Stock Holding History

Personal Wealth Partners’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	–	Sell	-2,286	Closed	-$705K	–	44
2022 Q1	$705K	Buy	2,286 +42	+2%	+$12.6K	0.31%	36
2021 Q4	$755K	Sell	2,244 -250	-10%	-$81.1K	0.31%	37
2021 Q3	$703K	Hold	2,494	–	–	0.3%	38
2021 Q2	$676K	Sell	2,494 -89	-3%	-$22.6K	0.27%	39
2021 Q1	$609K	Buy	2,583 +250	+11%	+$58K	0.27%	39
2020 Q4	$519K	Hold	2,333	–	–	0.24%	38
2020 Q3	$491K	Buy	2,333 +207	+10%	+$43.5K	0.26%	36
2020 Q2	$433K	Buy	2,126 +36	+2%	+$6.54K	0.24%	39
2020 Q1	$330K	Sell	2,090 -100	-5%	-$16.4K	0.2%	47
2019 Q4	$345K	Hold	2,190	–	–	0.15%	50
2019 Q3	$304K	Buy	2,190 +124	+6%	+$17.1K	0.14%	53
2019 Q2	$277K	Buy	+2,066	New	+$262K	0.13%	49

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

Personal Wealth Partners's MSFT Position: Q2 2022 in Review

Personal Wealth Partners sold out of Microsoft (MSFT) in Q2 2022, closing a stake of 2,286 shares — an estimated $705K sold.

Personal Wealth Partners first reported a position in MSFT in Q2 2019 and held it in 12 quarters. The position peaked at $755K in Q4 2021. 4,507 funds tracked by Wall St. Rank hold MSFT as of Q2 2022.

Personal Wealth Partners reported no remaining Microsoft position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 2,286 Microsoft shares in Q2 2022, an estimated $705K.
Personal Wealth Partners first reported a position in Microsoft in Q2 2019 and held it in 12 quarters.
Personal Wealth Partners's Microsoft position peaked at $755K in Q4 2021.
4,507 funds tracked by Wall St. Rank held Microsoft as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.