A detailed history of Wealth Plan Investment Management, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 24,529 shares of MSFT stock, worth $10.3 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
24,529
Previous 21,847 12.28%
Holding current value
$10.3 Million
Previous $9.76 Million 8.08%
% of portfolio
1.14%
Previous 1.59%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$395.15 - $467.56 $1.06 Million - $1.25 Million
2,682 Added 12.28%
24,529 $10.6 Million
Q2 2024

Aug 09, 2024

BUY
$389.33 - $452.85 $87,599 - $101,891
225 Added 1.04%
21,847 $9.76 Million
Q1 2024

May 16, 2024

BUY
$367.75 - $429.37 $34,936 - $40,790
95 Added 0.44%
21,622 $9.1 Million
Q4 2023

Jan 05, 2024

BUY
$313.39 - $382.7 $216,239 - $264,063
690 Added 3.31%
21,527 $8.1 Million
Q3 2023

Nov 15, 2023

BUY
$312.14 - $359.49 $92,393 - $106,409
296 Added 1.44%
20,837 $6.58 Million
Q3 2023

Nov 09, 2023

BUY
$312.14 - $359.49 $1.75 Million - $2.01 Million
5,594 Added 37.43%
20,541 $6.49 Million
Q2 2023

Aug 14, 2023

BUY
$275.42 - $348.1 $3.9 Million - $4.92 Million
14,147 Added 1768.38%
14,947 $5.09 Million
Q2 2023

Jul 25, 2023

SELL
$275.42 - $348.1 $5.5 Million - $6.95 Million
-19,978 Reduced 96.15%
800 $272,000
Q1 2023

May 08, 2023

SELL
$222.31 - $288.3 $4.28 Million - $5.55 Million
-19,244 Reduced 48.08%
20,778 $5.99 Million
Q4 2022

Feb 15, 2023

SELL
$214.25 - $257.22 $30,637 - $36,782
-143 Reduced 0.36%
40,022 $9.6 Million
Q3 2022

Dec 12, 2022

SELL
$232.9 - $293.47 $243,846 - $307,263
-1,047 Reduced 2.54%
40,165 $9.82 Million
Q1 2022

Sep 07, 2022

BUY
$275.85 - $334.75 $11.4 Million - $13.8 Million
41,212 New
41,212 $11.4 Million

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.13T
  • Description
  • Microsoft Corporation develops, licenses, and supports software, services, devices, and solutions worldwide. The company operates in three segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment offers Office, Exchange, SharePoint, Microsoft Teams, Office 365 ...
More about MSFT
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