Socha Financial Group’s Microsoft MSFT Stock Holding History

Socha Financial Group’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
2025 Q1	–	Sell	-496	Closed	-$209K	–	24
2024 Q4	$209K	Buy	+496	New	+$211K	0.1%	24
2024 Q2	–	Sell	-965	Closed	-$406K	–	24
2024 Q1	$406K	Buy	965 +10	+1%	+$4.05K	0.18%	19
2023 Q4	$359K	Buy	955 +13	+1%	+$4.63K	0.17%	20
2023 Q3	$298K	Sell	942 -11	-1%	-$3.63K	0.16%	19
2023 Q2	$325K	Buy	+953	New	+$299K	0.17%	18

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Socha Financial Group's MSFT Position: Q1 2025 in Review

Socha Financial Group sold out of Microsoft (MSFT) in Q1 2025, closing a stake of 496 shares — an estimated $209K sold.

Socha Financial Group first reported a position in MSFT in Q2 2023 and held it in 5 quarters. The position peaked at $406K in Q1 2024. 5,764 funds tracked by Wall St. Rank hold MSFT as of Q1 2025.

Socha Financial Group reported no remaining Microsoft position as of Q1 2025 after selling out during the quarter.
Socha Financial Group sold 496 Microsoft shares in Q1 2025, an estimated $209K.
Socha Financial Group first reported a position in Microsoft in Q2 2023 and held it in 5 quarters.
Socha Financial Group's Microsoft position peaked at $406K in Q1 2024.
5,764 funds tracked by Wall St. Rank held Microsoft as of Q1 2025.

Based on Socha Financial Group's 13F filing for Q1 2025, filed 25 Apr 2025.