Accel Wealth Management Microsoft Corp Transaction History

Accel Wealth Management

$268 Million
Q1 2025

A detailed history of Accel Wealth Management transactions in Microsoft Corp stock. As of the latest transaction made, Accel Wealth Management holds 9,530 shares of MSFT stock, worth $4.29 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

9,530

Previous 9,594 0.67%

Holding current value

$4.29 Million

Previous $4.04 Million 11.53%

% of portfolio

1.34%

Previous 1.57%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 10, 2025	SELL	$375.39 - $447.2 $24,024 - $28,620	-64 Reduced 0.67%	9,530 $3.58 Million
Q4 2024 Jan 21, 2025	SELL	$406.35 - $454.46 $31,288 - $34,993	-77 Reduced 0.8%	9,594 $4.04 Million
Q3 2024 Oct 15, 2024	BUY	$395.15 - $467.56 $131,189 - $155,229	332 Added 3.55%	9,671 $4.16 Million
Q2 2024 Jul 12, 2024	BUY	$389.33 - $452.85 $892,344 - $1.04 Million	2,292 Added 32.52%	9,339 $4.17 Million
Q1 2024 Apr 19, 2024	BUY	$367.75 - $429.37 $278,754 - $325,462	758 Added 12.05%	7,047 $2.96 Million
Q4 2023 Jan 18, 2024	BUY	$313.39 - $382.7 $194,928 - $238,039	622 Added 10.98%	6,289 $2.36 Million
Q3 2023 Oct 19, 2023	BUY	$312.14 - $359.49 $164,809 - $189,810	528 Added 10.27%	5,667 $1.79 Million
Q2 2023 Jul 24, 2023	BUY	$275.42 - $348.1 $55,084 - $69,620	200 Added 4.05%	5,139 $1.75 Million
Q1 2023 Apr 20, 2023	SELL	$222.31 - $288.3 $6,002 - $7,784	-27 Reduced 0.54%	4,939 $1.42 Million
Q4 2022 Jan 26, 2023	SELL	$214.25 - $257.22 $50,991 - $61,218	-238 Reduced 4.57%	4,966 $0
Q3 2022 Oct 12, 2022	SELL	$232.9 - $293.47 $107,599 - $135,583	-462 Reduced 8.15%	5,204 $1.3 Million
Q2 2022 Aug 03, 2022	BUY	$242.26 - $314.97 $149,232 - $194,021	616 Added 12.2%	5,666 $1.46 Million
Q1 2022 Apr 29, 2022	SELL	$275.85 - $334.75 $97,650 - $118,501	-354 Reduced 6.55%	5,050 $1.56 Million
Q4 2021 Jan 18, 2022	BUY	$283.11 - $343.11 $231,583 - $280,663	818 Added 17.84%	5,404 $1.82 Million
Q3 2021 Nov 04, 2021	BUY	$271.6 - $305.22 $47,258 - $53,108	174 Added 3.94%	4,586 $1.29 Million
Q2 2021 Aug 03, 2021	BUY	$239.0 - $271.4 $24,139 - $27,411	101 Added 2.34%	4,412 $1.2 Million
Q1 2021 May 10, 2021	BUY	$212.25 - $244.99 $51,576 - $59,532	243 Added 5.97%	4,311 $1.02 Million
Q4 2020 Jan 27, 2021	BUY	$202.33 - $224.96 $823,078 - $915,137	4,068 New	4,068 $905,000

Others Institutions Holding MSFT

# of Institutions

6,476

Shares Held

5.17B

Call Options Held

74.6M

Put Options Held

78.8M

View Full List

About MICROSOFT CORP

Ticker MSFT
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 7,454,470,144
Market Cap $3.36T
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 ...

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Accel Wealth Management Microsoft Corp Transaction History