Titus Wealth Management’s Microsoft MSFT Stock Holding History

Titus 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
2022 Q2	$2.82M	Buy	10,983 +1,625	+17%	+$441K	1.41%	18
2022 Q1	$2.88M	Sell	9,358 -303	-3%	-$91.2K	1.3%	19
2021 Q4	$3.25M	Sell	9,661 -46	-0.5%	-$14.9K	1.46%	16
2021 Q3	$2.73M	Buy	9,707 +82	+0.9%	+$23.9K	1.44%	15
2021 Q2	$2.61M	Buy	9,625 +52	+0.5%	+$13.2K	1.41%	16
2021 Q1	$2.26M	Buy	9,573 +840	+10%	+$195K	1.32%	16
2020 Q4	$1.94M	Sell	8,733 -553	-6%	-$119K	1.19%	17
2020 Q3	$1.95M	Buy	9,286 +346	+4%	+$72.7K	1.39%	17
2020 Q2	$1.82M	Buy	8,940 +808	+10%	+$147K	1.43%	18
2020 Q1	$1.28M	Buy	8,132 +804	+11%	+$132K	1.21%	18
2019 Q4	$1.16M	Sell	7,328 -124	-2%	-$18.2K	1.16%	22
2019 Q3	$1.04M	Buy	7,452 +435	+6%	+$59.8K	0.95%	22
2019 Q2	$940K	Buy	7,017 +1,809	+35%	+$230K	0.93%	22
2019 Q1	$614	Buy	5,208 +63	+1%	+$6.87K	0.54%	36
2018 Q4	$522	Buy	5,145 +47	+0.9%	+$5.04K	0.45%	34
2018 Q3	$583K	Buy	5,098 +401	+9%	+$43.5K	0.5%	34
2018 Q2	$463K	Sell	4,697 -322	-6%	-$31.2K	0.49%	37
2018 Q1	$458K	Sell	5,019 -859	-15%	-$78.6K	0.44%	42
2017 Q4	$5.03M	Buy	+5,878	New	+$482K	5.68%	4

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

Titus Wealth Management's MSFT Position: Q2 2022 in Review

Titus Wealth Management increased its Microsoft (MSFT) stake by 17% in Q2 2022, buying an estimated $441K and bringing the position to 10,983 shares worth $2.82M. The position accounts for 1.41% of the portfolio, ranked #18.

Titus Wealth Management first reported a position in MSFT in Q4 2017 and has held it in 19 quarters since. The position peaked at $5.03M in Q4 2017. 4,507 funds tracked by Wall St. Rank hold MSFT as of Q2 2022.

Titus Wealth Management held 10,983 shares of Microsoft worth $2.82M as of Q2 2022.
Titus Wealth Management bought 1,625 Microsoft shares in Q2 2022, an estimated $441K.
Microsoft made up 1.41% of Titus Wealth Management's portfolio in Q2 2022, its #18 holding.
Titus Wealth Management first reported a position in Microsoft in Q4 2017 and has held it in 19 quarters since.
Titus Wealth Management's Microsoft position peaked at $5.03M in Q4 2017.
4,507 funds tracked by Wall St. Rank held Microsoft as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.