WR Wealth Planners’s Microsoft MSFT Stock Holding History

WR Wealth Planners’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 Q4	$4.36M	Sell	10,349 -894	-8%	-$381K	1.4%	13
2024 Q3	$4.84M	Buy	11,243 +42	+0.4%	+$18K	1.35%	15
2024 Q2	$5.01M	Buy	11,201 +185	+2%	+$78.1K	1.53%	14
2024 Q1	$4.63M	Buy	11,016 +275	+3%	+$111K	1.44%	15
2023 Q4	$4.04M	Buy	10,741 +155	+1%	+$55.2K	1.5%	14
2023 Q3	$3.34M	Buy	10,586 +614	+6%	+$203K	1.27%	17
2023 Q2	$3.4M	Buy	9,972 +2,419	+32%	+$758K	1.32%	18
2023 Q1	$2.18M	Buy	7,553 +4,024	+114%	+$1.03M	0.94%	23
2022 Q4	$846K	Buy	3,529 +132	+4%	+$31.7K	0.52%	35
2022 Q3	$791K	Buy	3,397 +162	+5%	+$42.8K	0.56%	31
2022 Q2	$831K	Buy	3,235 +39	+1%	+$10.6K	0.55%	32
2022 Q1	$986K	Buy	+3,196	New	+$962K	0.59%	32

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

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

WR Wealth Planners's MSFT Position: Q4 2024 in Review

WR Wealth Planners reduced its Microsoft (MSFT) stake by 8% in Q4 2024, selling an estimated $381K and leaving 10,349 shares worth $4.36M. The position accounts for 1.4% of the portfolio, ranked #13.

WR Wealth Planners first reported a position in MSFT in Q1 2022 and has held it in 12 quarters since. The position peaked at $5.01M in Q2 2024. 5,860 funds tracked by Wall St. Rank hold MSFT as of Q4 2024.

WR Wealth Planners held 10,349 shares of Microsoft worth $4.36M as of Q4 2024.
WR Wealth Planners sold 894 Microsoft shares in Q4 2024, an estimated $381K.
Microsoft made up 1.4% of WR Wealth Planners's portfolio in Q4 2024, its #13 holding.
WR Wealth Planners first reported a position in Microsoft in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's Microsoft position peaked at $5.01M in Q2 2024.
5,860 funds tracked by Wall St. Rank held Microsoft as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.