Solano Wealth Management’s Microsoft MSFT Stock Holding History

Solano 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
2024 Q2	–	Sell	-807	Closed	-$340K	–	32
2024 Q1	$340K	Sell	807 -139	-15%	-$56.3K	0.19%	29
2023 Q4	$356K	Hold	946	–	–	0.21%	24
2023 Q3	$299K	Hold	946	–	–	0.21%	23
2023 Q2	$322K	Hold	946	–	–	0.22%	21
2023 Q1	$273K	Buy	+946	New	+$241K	0.2%	21

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Solano Wealth Management's MSFT Position: Q2 2024 in Review

Solano Wealth Management sold out of Microsoft (MSFT) in Q2 2024, closing a stake of 807 shares — an estimated $340K sold.

Solano Wealth Management first reported a position in MSFT in Q1 2023 and held it in 5 quarters. The position peaked at $356K in Q4 2023. 5,253 funds tracked by Wall St. Rank hold MSFT as of Q2 2024.

Solano Wealth Management reported no remaining Microsoft position as of Q2 2024 after selling out during the quarter.
Solano Wealth Management sold 807 Microsoft shares in Q2 2024, an estimated $340K.
Solano Wealth Management first reported a position in Microsoft in Q1 2023 and held it in 5 quarters.
Solano Wealth Management's Microsoft position peaked at $356K in Q4 2023.
5,253 funds tracked by Wall St. Rank held Microsoft as of Q2 2024.

Based on Solano Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.