A detailed history of Vertex Planning Partners, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 3,942 shares of MSFT stock, worth $1.66 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
3,942
Previous 3,954 0.3%
Holding current value
$1.66 Million
Previous $1.77 Billion 4.01%
% of portfolio
0.41%
Previous 0.46%

Shares

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

Nov 07, 2024

SELL
$395.15 - $467.56 $4,741 - $5,610
-12 Reduced 0.3%
3,942 $1.7 Billion
Q2 2024

Aug 13, 2024

BUY
$389.33 - $452.85 $31,925 - $37,133
82 Added 2.12%
3,954 $1.77 Billion
Q1 2024

May 13, 2024

SELL
$367.75 - $429.37 $235,360 - $274,796
-640 Reduced 14.18%
3,872 $1.63 Billion
Q4 2023

Feb 14, 2024

BUY
$313.39 - $382.7 $263,560 - $321,850
841 Added 22.91%
4,512 $1.7 Billion
Q3 2023

Nov 14, 2023

BUY
$312.14 - $359.49 $11,237 - $12,941
36 Added 0.99%
3,671 $1.16 Billion
Q2 2023

Aug 14, 2023

BUY
$275.42 - $348.1 $190,039 - $240,189
690 Added 23.43%
3,635 $1.24 Billion
Q1 2023

May 16, 2023

SELL
$222.31 - $288.3 $726,953 - $942,741
-3,270 Reduced 52.61%
2,945 $849 Million
Q4 2022

Feb 06, 2023

BUY
$214.25 - $257.22 $1.33 Million - $1.6 Million
6,215 New
6,215 $1.49 Billion

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
Track This Portfolio

Track Vertex Planning Partners, LLC Portfolio

Follow Vertex Planning Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.