A detailed history of Aletheian Wealth Advisors LLC transactions in Microsoft Corp stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 8,165 shares of MSFT stock, worth $3.71 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares
8,165
Previous 13,163 37.97%
Holding current value
$3.71 Million
Previous $5.88 Million 40.3%
% of portfolio
2.15%
Previous 3.22%

Shares

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

Oct 25, 2024

SELL
$395.15 - $467.56 $1.97 Million - $2.34 Million
-4,998 Reduced 37.97%
8,165 $3.51 Million
Q2 2024

Jul 26, 2024

SELL
$389.33 - $452.85 $166,633 - $193,819
-428 Reduced 3.15%
13,163 $5.88 Million
Q1 2024

Apr 15, 2024

BUY
$367.75 - $429.37 $1.87 Million - $2.19 Million
5,097 Added 60.01%
13,591 $5.72 Million
Q4 2023

Jan 05, 2024

SELL
$313.39 - $382.7 $272,962 - $333,331
-871 Reduced 9.3%
8,494 $3.19 Million
Q3 2023

Oct 04, 2023

SELL
$312.14 - $359.49 $285,608 - $328,933
-915 Reduced 8.9%
9,365 $2.96 Million
Q2 2023

Jul 13, 2023

BUY
$275.42 - $348.1 $427,727 - $540,599
1,553 Added 17.8%
10,280 $3.5 Million
Q1 2023

May 11, 2023

BUY
$222.31 - $288.3 $88,257 - $114,455
397 Added 4.77%
8,727 $2.52 Million
Q4 2022

Jan 17, 2023

BUY
$214.25 - $257.22 $712,595 - $855,513
3,326 Added 66.47%
8,330 $0
Q3 2022

Oct 14, 2022

SELL
$232.9 - $293.47 $205,417 - $258,840
-882 Reduced 14.98%
5,004 $1.17 Million
Q2 2022

Jul 11, 2022

BUY
$242.26 - $314.97 $174,911 - $227,408
722 Added 13.98%
5,886 $1.51 Million
Q1 2022

Apr 18, 2022

BUY
$275.85 - $334.75 $268,677 - $326,046
974 Added 23.25%
5,164 $1.59 Million
Q4 2021

Apr 12, 2022

BUY
$283.11 - $343.11 $1.19 Million - $1.44 Million
4,190 New
4,190 $1.41 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 $3.39T
  • 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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