Avidian Wealth Solutions, LLC Microsoft Corp Transaction History

Avidian Wealth Solutions, LLC

  • $2.37 Billion
  • Q2 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 41,939 shares of MSFT stock, worth $21.7 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
41,939
Previous 38,766 8.19%
Holding current value
$21.7 Million
Previous $14.6 Million 43.35%
% of portfolio
0.88%
Previous 0.67%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$354.56 - $497.45 $1.13 Million - $1.58 Million
3,173 Added 8.19%
41,939 $20.9 Million
Q1 2025

Apr 25, 2025
SELL
$375.39 - $447.2 $279,665 - $333,164
-745 Reduced 1.89%
38,766 $14.6 Million
Q4 2024

Jan 29, 2025
BUY
$406.35 - $454.46 $259,657 - $290,399
639 Added 1.64%
39,511 $16.7 Million
Q3 2024

Oct 30, 2024
BUY
$395.15 - $467.56 $309,007 - $365,631
782 Added 2.05%
38,872 $16.7 Million
Q2 2024

Aug 06, 2024
BUY
$389.33 - $452.85 $1.55 Million - $1.8 Million
3,972 Added 11.64%
38,090 $17 Million
Q1 2024

May 03, 2024
BUY
$367.75 - $429.37 $1.09 Million - $1.27 Million
2,965 Added 9.52%
34,118 $14.4 Million
Q4 2023

Feb 06, 2024
BUY
$313.39 - $382.7 $154,501 - $188,671
493 Added 1.61%
31,153 $11.7 Million
Q3 2023

Oct 13, 2023
SELL
$312.14 - $359.49 $1.22 Million - $1.4 Million
-3,893 Reduced 11.27%
30,660 $9.68 Million
Q2 2023

Aug 03, 2023
SELL
$275.42 - $348.1 $5.91 Million - $7.47 Million
-21,451 Reduced 38.3%
34,553 $11.8 Million
Q1 2023

May 08, 2023
BUY
$222.31 - $288.3 $193,854 - $251,397
872 Added 1.58%
56,004 $16.1 Million
Q4 2022

Feb 06, 2023
BUY
$214.25 - $257.22 $171,400 - $205,776
800 Added 1.47%
55,132 $13.2 Million
Q3 2022

Nov 03, 2022
BUY
$232.9 - $293.47 $611,595 - $770,652
2,626 Added 5.08%
54,332 $12.7 Million
Q2 2022

Jul 29, 2022
BUY
$242.26 - $314.97 $49,178 - $63,938
203 Added 0.39%
51,706 $13.3 Million
Q1 2022

May 10, 2022
SELL
$275.85 - $334.75 $1.88 Million - $2.28 Million
-6,804 Reduced 11.67%
51,503 $15.9 Million
Q4 2021

Feb 14, 2022
BUY
$283.11 - $343.11 $5.82 Million - $7.05 Million
20,540 Added 54.39%
58,307 $19.6 Million
Q3 2021

Nov 10, 2021
BUY
$271.6 - $305.22 $314,512 - $353,444
1,158 Added 3.16%
37,767 $10.6 Million
Q2 2021

Aug 09, 2021
BUY
$239.0 - $271.4 $46,605 - $52,922
195 Added 0.54%
36,609 $9.92 Million
Q1 2021

May 05, 2021
SELL
$212.25 - $244.99 $510,673 - $589,445
-2,406 Reduced 6.2%
36,414 $8.59 Million
Q4 2020

Feb 09, 2021
BUY
$202.33 - $224.96 $43,905 - $48,816
217 Added 0.56%
38,820 $8.63 Million
Q3 2020

Feb 03, 2021
BUY
$200.39 - $231.65 $7.74 Million - $8.94 Million
38,603 New
38,603 $8.12 Million
Q3 2020

Nov 06, 2020
SELL
$200.39 - $231.65 $7.44 Million - $8.6 Million
-37,107 Closed
0 $0
Q2 2020

Aug 10, 2020
SELL
$152.11 - $203.51 $414,499 - $554,564
-2,725 Reduced 6.84%
37,107 $7.55 Million
Q1 2020

Apr 22, 2020
BUY
$135.42 - $188.7 $935,481 - $1.3 Million
6,908 Added 20.98%
39,832 $6.28 Million
Q4 2019

Feb 13, 2020
BUY
$134.65 - $158.96 $1.01 Million - $1.19 Million
7,515 Added 29.58%
32,924 $5.19 Million
Q3 2019

Nov 14, 2019
BUY
$132.21 - $141.34 $1.91 Million - $2.05 Million
14,475 Added 132.39%
25,409 $3.53 Million
Q2 2019

Aug 14, 2019
BUY
$119.02 - $137.78 $141,395 - $163,682
1,188 Added 12.19%
10,934 $1.47 Million
Q1 2019

May 15, 2019
SELL
$97.4 - $120.22 $175,612 - $216,756
-1,803 Reduced 15.61%
9,746 $1.15 Million
Q4 2018

Feb 14, 2019
BUY
$94.13 - $115.61 $315,241 - $387,177
3,349 Added 40.84%
11,549 $1.17 Million
Q3 2018

Nov 14, 2018
BUY
$99.05 - $114.67 $139,858 - $161,914
1,412 Added 20.8%
8,200 $938,000
Q2 2018

Aug 14, 2018
SELL
$88.52 - $102.49 $1,681 - $1,947
-19 Reduced 0.28%
6,788 $669,000
Q1 2018

May 15, 2018
BUY
$85.01 - $96.77 $26,438 - $30,095
311 Added 4.79%
6,807 $621,000
Q4 2017

Feb 14, 2018
BUY
$74.26 - $86.85 $58,294 - $68,177
785 Added 13.75%
6,496 $556,000
Q3 2017

Nov 14, 2017
SELL
$71.41 - $75.44 $153,388 - $162,045
-2,148 Reduced 27.33%
5,711 $425,000
Q2 2017

Aug 14, 2017
BUY
N/A
7,859
7,859 $542,000

Others Institutions Holding MSFT

# of Institutions
6,655
Shares Held
6.12B
Call Options Held
95.3M
Put Options Held
79.3M
View Full List

About MICROSOFT CORP

MSFT Quotes by TradingView
  • 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 ...
More about MSFT
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