A detailed history of Allen Wealth Management, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Allen Wealth Management, LLC holds 2,254 shares of MSFT stock, worth $988,807. This represents 0.9% of its overall portfolio holdings.

Number of Shares
2,254
Previous 4,376 48.49%
Holding current value
$988,807
Previous $1.84 Billion 45.29%
% of portfolio
0.9%
Previous 1.62%

Shares

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

Jul 19, 2024

SELL
$389.33 - $452.85 $826,158 - $960,947
-2,122 Reduced 48.49%
2,254 $1.01 Billion
Q1 2024

May 01, 2024

SELL
$367.75 - $429.37 $180,565 - $210,820
-491 Reduced 10.09%
4,376 $1.84 Billion
Q4 2023

Feb 14, 2024

BUY
$313.39 - $382.7 $1.53 Million - $1.86 Million
4,867 New
4,867 $1.83 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 $3.27T
  • 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 Allen Wealth Management, LLC Portfolio

Follow Allen Wealth Management, 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 Allen Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allen Wealth Management, LLC with notifications on news.