Wealth Management Solutions’s Microsoft MSFT Stock Holding History

Wealth Management Solutions’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 Q3	$1.36M	Hold	4,292	–	–	0.93%	15
2023 Q2	$1.46M	Buy	4,292 +62	+1%	+$19.4K	0.95%	15
2023 Q1	$1.22M	Buy	4,230 +64	+2%	+$16.3K	0.7%	18
2022 Q4	$999K	Sell	4,166 -148	-3%	-$35.5K	0.52%	23
2022 Q3	$1M	Buy	4,314 +6	+0.1%	+$1.58K	0.59%	21
2022 Q2	$1.11M	Sell	4,308 -88	-2%	-$23.9K	0.62%	22
2022 Q1	$1.35M	Sell	4,396 -119	-3%	-$35.8K	0.7%	25
2021 Q4	$1.52M	Buy	+4,515	New	+$1.46M	0.78%	24

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

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

Wealth Management Solutions's MSFT Position: Q3 2023 in Review

Wealth Management Solutions held its Microsoft (MSFT) position steady in Q3 2023 at 4,292 shares worth $1.36M. The position accounts for 0.93% of the portfolio, ranked #15.

Wealth Management Solutions first reported a position in MSFT in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.52M in Q4 2021. 4,851 funds tracked by Wall St. Rank hold MSFT as of Q3 2023.

Wealth Management Solutions held 4,292 shares of Microsoft worth $1.36M as of Q3 2023.
Wealth Management Solutions left its Microsoft share count unchanged in Q3 2023.
Microsoft made up 0.93% of Wealth Management Solutions's portfolio in Q3 2023, its #15 holding.
Wealth Management Solutions first reported a position in Microsoft in Q4 2021 and has held it in 8 quarters since.
Wealth Management Solutions's Microsoft position peaked at $1.52M in Q4 2021.
4,851 funds tracked by Wall St. Rank held Microsoft as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.