Rainsberger Wealth Advisors’s Microsoft MSFT Stock Holding History

Rainsberger Wealth Advisors’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
2023 Q4	$1.78M	Buy	4,744 +8	+0.2%	+$2.85K	0.97%	33
2023 Q3	$1.5M	Buy	4,736 +269	+6%	+$88.9K	0.92%	35
2023 Q2	$1.52M	Sell	4,467 -286	-6%	-$89.6K	0.92%	34
2023 Q1	$1.37M	Buy	4,753 +1,097	+30%	+$280K	0.81%	37
2022 Q4	$877K	Buy	3,656 +198	+6%	+$47.5K	0.56%	43
2022 Q3	$805K	Buy	3,458 +207	+6%	+$54.7K	0.55%	42
2022 Q2	$835K	Buy	3,251 +97	+3%	+$26.3K	0.61%	39
2022 Q1	$973K	Buy	3,154 +85	+3%	+$25.6K	0.62%	40
2021 Q4	$1.03M	Buy	+3,069	New	+$995K	0.61%	44

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

Rainsberger Wealth Advisors's MSFT Position: Q4 2023 in Review

Rainsberger Wealth Advisors increased its Microsoft (MSFT) stake by 0.17% in Q4 2023, buying an estimated $2.85K and bringing the position to 4,744 shares worth $1.78M. The position accounts for 0.97% of the portfolio, ranked #33.

Rainsberger Wealth Advisors first reported a position in MSFT in Q4 2021 and has held it in 9 quarters since. 5,204 funds tracked by Wall St. Rank hold MSFT as of Q4 2023.

Rainsberger Wealth Advisors held 4,744 shares of Microsoft worth $1.78M as of Q4 2023.
Rainsberger Wealth Advisors bought 8 Microsoft shares in Q4 2023, an estimated $2.85K.
Microsoft made up 0.97% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #33 holding.
Rainsberger Wealth Advisors first reported a position in Microsoft in Q4 2021 and has held it in 9 quarters since.
5,204 funds tracked by Wall St. Rank held Microsoft as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.