A detailed history of Monument Group Wealth Advisors, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 1,849 shares of MSFT stock, worth $769,202. This represents 0.56% of its overall portfolio holdings.

Number of Shares
1,849
Previous 1,849 -0.0%
Holding current value
$769,202
Previous $778 Million 6.23%
% of portfolio
0.56%
Previous 0.58%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

SELL
$367.75 - $429.37 $79,434 - $92,743
-216 Reduced 10.46%
1,849 $778 Million
Q4 2023

Feb 01, 2024

BUY
$313.39 - $382.7 $647,150 - $790,275
2,065 New
2,065 $777 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
Track This Portfolio

Track Monument Group Wealth Advisors, LLC Portfolio

Follow Monument Group Wealth Advisors, 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 Monument Group Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Monument Group Wealth Advisors, LLC with notifications on news.