I was thrilled to load up on Microsoft below $400, however, this isn't a circle-jerk post about patting each other on the back.
If I compare it to a company like Google, it seems to me, based on respective earnings and balance sheets, that MSFT and GOOG are about the correct kind of gap between them as of this point.
At what point are you selling, or did you sell Microsoft? At what point did you trim, or are you trimming Microsoft? I'm aware that for some of you the answer will be 'Never', as that's also not a bad strat' when it comes to stocks like Microsoft.
I feel like there may be some value in trimming or perhaps even selling around these levels, to allocate into other stocks.
For perspective, my other holdings are Amazon and Meta, which I do not believe to be worth considering trimming or selling yet. Any trimming I would likely reallocate to META due to a significant PE compression that will happen after they report next earnings. They still have the tax bill quarter compromising their PE ratio as of current, so their PE is basically on 3 Q's of earnings instead of 4 (next quarter will bump it back up to 4 Q's worth of earnings, as the tax-bill quarter drops off)