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WKSWA
White Knight Strategic Wealth Advisors’s
Microsoft
MSFT
Stock Holding History
White Knight Strategic Wealth Advisors’s Portfolio
MSFT Stock Details
MSFT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$3.01M
Sell
8,124
-601
-7%
-$251K
2.53%
10
2025
Q4
$4.22M
Buy
8,725
+596
+7%
+$299K
3.09%
10
2025
Q3
$4.21M
Sell
8,129
-184
-2%
-$93.9K
3.32%
8
2025
Q2
$4.14M
Sell
8,313
-86
-1%
-$37.3K
3.52%
7
2025
Q1
$3.15M
Sell
8,399
-7,963
-49%
-$3.25M
2.9%
8
2024
Q4
$6.9M
Buy
16,362
+8,196
+100%
+$3.49M
2.88%
8
2024
Q3
$3.51M
Buy
8,166
+7
+0.1%
+$2.99K
3.19%
8
2024
Q2
$3.65M
Sell
8,159
-92
-1%
-$38.9K
3.64%
6
2024
Q1
$3.47M
Sell
8,251
-240
-3%
-$97.2K
3.61%
6
2023
Q4
$3.19M
Sell
8,491
-119
-1%
-$42.4K
3.67%
6
2023
Q3
$2.72M
Sell
8,610
-314
-4%
-$104K
3.59%
7
2023
Q2
$3.04M
Sell
8,924
-995
-10%
-$312K
3.56%
7
2023
Q1
$2.86M
Buy
9,919
+535
+6%
+$136K
3.59%
6
2022
Q4
$2.25M
Buy
9,384
+263
+3%
+$63.1K
3.09%
6
2022
Q3
$2.12M
Buy
9,121
+221
+2%
+$58.4K
3.04%
8
2022
Q2
$2.29M
Buy
8,900
+155
+2%
+$42.1K
3.16%
7
2022
Q1
$2.7M
Buy
8,745
+371
+4%
+$112K
2.92%
8
2021
Q4
$2.82M
Buy
+8,374
New
+$2.71M
2.94%
8
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$5.7T AUM
30.48%
1-Year Est. Return
VCM
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$4.04T AUM
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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