A detailed history of True Wealth Design, LLC transactions in Microsoft Corp stock. As of the latest transaction made, True Wealth Design, LLC holds 548 shares of MSFT stock, worth $234,445. This represents 0.09% of its overall portfolio holdings.

Number of Shares
548
Previous 1,292 57.59%
Holding current value
$234,445
Previous $578 Million 59.18%
% of portfolio
0.09%
Previous 0.14%

Shares

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

Nov 14, 2024

SELL
$395.15 - $467.56 $293,991 - $347,864
-744 Reduced 57.59%
548 $236 Million
Q2 2024

Aug 14, 2024

BUY
$389.33 - $452.85 $17,130 - $19,925
44 Added 3.53%
1,292 $578 Million
Q1 2024

May 14, 2024

SELL
$367.75 - $429.37 $37,510 - $43,795
-102 Reduced 7.56%
1,248 $525 Million
Q4 2023

Feb 14, 2024

BUY
$313.39 - $382.7 $112,193 - $137,006
358 Added 36.09%
1,350 $508 Million
Q3 2023

Nov 13, 2023

BUY
$312.14 - $359.49 $312 - $359
1 Added 0.1%
992 $313 Million
Q2 2023

Aug 14, 2023

SELL
$275.42 - $348.1 $653,571 - $826,041
-2,373 Reduced 70.54%
991 $338 Million
Q1 2023

May 12, 2023

BUY
$222.31 - $288.3 $32,457 - $42,091
146 Added 4.54%
3,364 $970 Million
Q4 2022

Feb 15, 2023

BUY
$214.25 - $257.22 $689,456 - $827,733
3,218 New
3,218 $772 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 $3.19T
  • 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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