A detailed history of Rooted Wealth Advisors, Inc. transactions in Microsoft Corp stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 6,165 shares of MSFT stock, worth $2.56 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
6,165
Previous 5,869 5.04%
Holding current value
$2.56 Million
Previous $2.47 Million 9.79%
% of portfolio
1.2%
Previous 1.22%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

BUY
$389.33 - $452.85 $115,241 - $134,043
296 Added 5.04%
6,165 $2.72 Million
Q1 2024

Apr 17, 2024

BUY
$367.75 - $429.37 $210,353 - $245,599
572 Added 10.8%
5,869 $2.47 Million
Q4 2023

Feb 07, 2024

BUY
$313.39 - $382.7 $30,085 - $36,739
96 Added 1.85%
5,297 $2.15 Million
Q3 2023

Nov 21, 2023

BUY
$312.14 - $359.49 $228,174 - $262,787
731 Added 16.35%
5,201 $1.92 Million
Q2 2023

Aug 03, 2023

SELL
$275.42 - $348.1 $123,388 - $155,948
-448 Reduced 9.11%
4,470 $1.51 Million
Q1 2023

Apr 26, 2023

SELL
$222.31 - $288.3 $141,389 - $183,358
-636 Reduced 11.45%
4,918 $1.41 Million
Q4 2022

Feb 13, 2023

BUY
$214.25 - $257.22 $1.19 Million - $1.43 Million
5,554 New
5,554 $1.33 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 $3.1T
  • 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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