A detailed history of National Wealth Management Group, LLC transactions in Microsoft Corp stock. As of the latest transaction made, National Wealth Management Group, LLC holds 3,982 shares of MSFT stock, worth $1.7 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
3,982
Previous 4,012 0.75%
Holding current value
$1.7 Million
Previous $1.79 Billion 4.45%
% of portfolio
1.16%
Previous 1.37%

Shares

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

Nov 13, 2024

SELL
$395.15 - $467.56 $11,854 - $14,026
-30 Reduced 0.75%
3,982 $1.71 Billion
Q2 2024

Aug 09, 2024

BUY
$389.33 - $452.85 $65,796 - $76,531
169 Added 4.4%
4,012 $1.79 Billion
Q1 2024

May 17, 2024

BUY
$367.75 - $429.37 $60,311 - $70,416
164 Added 4.46%
3,843 $1.62 Billion
Q4 2023

Feb 01, 2024

SELL
$313.39 - $382.7 $80,227 - $97,971
-256 Reduced 6.51%
3,679 $1.38 Billion
Q3 2023

Nov 13, 2023

BUY
$312.14 - $359.49 $111,433 - $128,337
357 Added 9.98%
3,935 $1.24 Billion
Q2 2023

Aug 09, 2023

BUY
$275.42 - $348.1 $129,447 - $163,607
470 Added 15.12%
3,578 $1.17 Billion
Q1 2023

May 15, 2023

BUY
$222.31 - $288.3 $690,939 - $896,036
3,108 New
3,108 $960 Million
Q4 2022

Nov 17, 2023

SELL
$214.25 - $257.22 $92,127 - $110,604
-430 Reduced 20.21%
1,698 $407 Million
Q3 2022

Nov 17, 2023

SELL
$232.9 - $293.47 $420,850 - $530,300
-1,807 Reduced 45.92%
2,128 $496 Million
Q2 2022

Nov 17, 2023

SELL
$242.26 - $314.97 $132,273 - $171,973
-546 Reduced 28.65%
1,360 $349 Million
Q1 2022

Nov 17, 2023

SELL
$275.85 - $334.75 $41,377 - $50,212
-150 Reduced 7.3%
1,906 $588 Million
Q4 2021

Nov 17, 2023

SELL
$283.11 - $343.11 $531,963 - $644,703
-1,879 Reduced 47.75%
2,056 $691 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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