Avantax Planning Partners, Inc. Microsoft Corp Transaction History

Avantax Planning Partners, Inc.

$3.11 Billion
Q2 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Microsoft Corp stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 42,266 shares of MSFT stock, worth $21.9 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

42,266

Previous 40,883 3.38%

Holding current value

$21.9 Million

Previous $15.3 Million 36.98%

% of portfolio

0.68%

Previous 0.55%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$354.56 - $497.45 $490,356 - $687,973	1,383 Added 3.38%	42,266 $21 Million
Q1 2025 Apr 28, 2025	SELL	$375.39 - $447.2 $1.44 Million - $1.71 Million	-3,831 Reduced 8.57%	40,883 $15.3 Million
Q4 2024 Feb 07, 2025	BUY	$406.35 - $454.46 $254,375 - $284,491	626 Added 1.42%	44,714 $18.8 Million
Q3 2024 Nov 13, 2024	SELL	$395.15 - $467.56 $3.26 Million - $3.86 Million	-8,246 Reduced 15.76%	44,088 $19 Million
Q2 2024 Aug 09, 2024	SELL	$389.33 - $452.85 $2.2 Million - $2.56 Million	-5,663 Reduced 9.76%	52,334 $23.4 Million
Q1 2024 May 02, 2024	BUY	$367.75 - $429.37 $2.79 Million - $3.26 Million	7,587 Added 15.05%	57,997 $24.4 Million
Q4 2023 Feb 09, 2024	BUY	$313.39 - $382.7 $1.14 Million - $1.4 Million	3,646 Added 7.8%	50,410 $19 Million
Q3 2023 Nov 03, 2023	SELL	$312.14 - $359.49 $1.34 Million - $1.55 Million	-4,301 Reduced 8.42%	46,764 $14.8 Million
Q2 2023 Jul 17, 2023	BUY	$275.42 - $348.1 $644,758 - $814,902	2,341 Added 4.8%	51,065 $17.4 Million
Q1 2023 Apr 20, 2023	SELL	$222.31 - $288.3 $327,684 - $424,954	-1,474 Reduced 2.94%	48,724 $14 Million
Q4 2022 Feb 09, 2023	BUY	$214.25 - $257.22 $76,701 - $92,084	358 Added 0.72%	50,198 $12 Million
Q3 2022 Oct 14, 2022	BUY	$232.9 - $293.47 $206,116 - $259,720	885 Added 1.81%	49,840 $11.6 Million
Q2 2022 Jul 18, 2022	BUY	$242.26 - $314.97 $306,701 - $398,752	1,266 Added 2.65%	48,955 $12.6 Million
Q1 2022 May 09, 2022	SELL	$275.85 - $334.75 $137,649 - $167,040	-499 Reduced 1.04%	47,689 $14.7 Million
Q4 2021 Jan 28, 2022	BUY	$283.11 - $343.11 $377,385 - $457,365	1,333 Added 2.84%	48,188 $16.2 Million
Q3 2021 Oct 27, 2021	BUY	$271.6 - $305.22 $738,208 - $829,587	2,718 Added 6.16%	46,855 $13.2 Million
Q2 2021 Aug 10, 2021	BUY	$239.0 - $271.4 $393,394 - $446,724	1,646 Added 3.87%	44,137 $12 Million
Q1 2021 May 06, 2021	BUY	$212.25 - $244.99 $714,009 - $824,146	3,364 Added 8.6%	42,491 $10 Million
Q4 2020 Feb 04, 2021	SELL	$202.33 - $224.96 $1.65 Million - $1.83 Million	-8,156 Reduced 17.25%	39,127 $8.7 Million
Q3 2020 Oct 28, 2020	SELL	$200.39 - $231.65 $509,391 - $588,854	-2,542 Reduced 5.1%	47,283 $9.95 Million
Q2 2020 Jul 15, 2020	BUY	$152.11 - $203.51 $328,405 - $439,378	2,159 Added 4.53%	49,825 $10.1 Million
Q1 2020 Apr 27, 2020	BUY	$135.42 - $188.7 $156,680 - $218,325	1,157 Added 2.49%	47,666 $7.52 Million
Q4 2019 Jan 15, 2020	SELL	$134.65 - $158.96 $152,962 - $180,578	-1,136 Reduced 2.38%	46,509 $7.34 Million
Q3 2019 Nov 08, 2019	SELL	$132.21 - $141.34 $12,559 - $13,427	-95 Reduced 0.2%	47,645 $6.62 Million
Q2 2019 Aug 07, 2019	BUY	$119.02 - $137.78 $134,849 - $156,104	1,133 Added 2.43%	47,740 $6.54 Million
Q1 2019 May 08, 2019	SELL	$97.4 - $120.22 $607,191 - $749,451	-6,234 Reduced 11.8%	46,607 $5.5 Million
Q4 2018 Feb 14, 2019	SELL	$94.13 - $115.61 $47,347 - $58,151	-503 Reduced 0.94%	52,841 $5.37 Million
Q3 2018 Nov 13, 2018	BUY	$99.05 - $114.67 $114,600 - $132,673	1,157 Added 2.22%	53,344 $6.1 Million
Q2 2018 Aug 13, 2018	SELL	$88.52 - $102.49 $124,459 - $144,100	-1,406 Reduced 2.62%	52,187 $5.15 Million
Q1 2018 May 15, 2018	BUY	$85.01 - $96.77 $34,089 - $38,804	401 Added 0.75%	53,593 $4.89 Million
Q4 2017 Feb 09, 2018	SELL	$74.26 - $86.85 $2.45 Million - $2.86 Million	-32,956 Reduced 38.26%	53,192 $4.55 Million
Q3 2017 Oct 19, 2017	BUY	$71.41 - $75.44 $6.15 Million - $6.5 Million	86,148	86,148 $6.42 Million

Others Institutions Holding MSFT

# of Institutions

6,668

Shares Held

6.03B

Call Options Held

95.5M

Put Options Held

79.3M

View Full List

About MICROSOFT CORP

Ticker MSFT
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 7,454,470,144
Market Cap $3.86T
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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Avantax Planning Partners, Inc. Microsoft Corp Transaction History