A detailed history of Beverly Hills Private Wealth, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 45,453 shares of MSFT stock, worth $19.1 Million. This represents 4.41% of its overall portfolio holdings.

Number of Shares
45,453
Previous 46,012 1.21%
Holding current value
$19.1 Million
Previous $19.4 Billion 4.95%
% of portfolio
4.41%
Previous 4.47%

Shares

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

Aug 07, 2024

SELL
$389.33 - $452.85 $217,635 - $253,143
-559 Reduced 1.21%
45,453 $20.3 Billion
Q1 2024

May 08, 2024

BUY
$367.75 - $429.37 $769,700 - $898,671
2,093 Added 4.77%
46,012 $19.4 Billion
Q4 2023

Jan 29, 2024

SELL
$313.39 - $382.7 $88,062 - $107,538
-281 Reduced 0.64%
43,919 $16.5 Billion
Q3 2023

Nov 08, 2023

SELL
$312.14 - $359.49 $9.18 Million - $10.6 Million
-29,414 Reduced 39.96%
44,200 $14 Billion
Q2 2023

Aug 09, 2023

BUY
$275.42 - $348.1 $8.41 Million - $10.6 Million
30,536 Added 70.89%
73,614 $24.1 Billion
Q1 2023

May 03, 2023

BUY
$222.31 - $288.3 $2.22 Million - $2.88 Million
10,006 Added 30.26%
43,078 $12.4 Billion
Q4 2022

Feb 13, 2023

BUY
$214.25 - $257.22 $7.09 Million - $8.51 Million
33,072 New
33,072 $7.93 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 Beverly Hills Private Wealth, LLC Portfolio

Follow Beverly Hills Private Wealth, 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 Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.