A detailed history of Beam Wealth Advisors, Inc. transactions in Microsoft Corp stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 12,082 shares of MSFT stock, worth $5.01 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
12,082
Previous 11,866 1.82%
Holding current value
$5.01 Million
Previous $5.3 Million 1.98%
% of portfolio
1.6%
Previous 1.75%

Shares

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

Nov 04, 2024

BUY
$395.15 - $467.56 $85,352 - $100,992
216 Added 1.82%
12,082 $5.2 Million
Q2 2024

Aug 07, 2024

BUY
$389.33 - $452.85 $3.23 Million - $3.75 Million
8,288 Added 231.64%
11,866 $5.3 Million
Q1 2024

Apr 30, 2024

SELL
$367.75 - $429.37 $74,285 - $86,732
-202 Reduced 5.34%
3,578 $1.51 Million
Q4 2023

Jan 30, 2024

BUY
$313.39 - $382.7 $22,877 - $27,937
73 Added 1.97%
3,780 $1.42 Million
Q3 2023

Oct 26, 2023

BUY
$312.14 - $359.49 $32,774 - $37,746
105 Added 2.92%
3,707 $1.17 Million
Q2 2023

Jul 26, 2023

BUY
$275.42 - $348.1 $41,313 - $52,215
150 Added 4.35%
3,602 $1.23 Million
Q1 2023

Apr 26, 2023

SELL
$222.31 - $288.3 $70,694 - $91,679
-318 Reduced 8.44%
3,452 $995,000
Q4 2022

Jan 20, 2023

BUY
$214.25 - $257.22 $1,714 - $2,057
8 Added 0.21%
3,770 $0
Q3 2022

Oct 20, 2022

BUY
$232.9 - $293.47 $49,141 - $61,922
211 Added 5.94%
3,762 $876,000
Q2 2022

Aug 01, 2022

BUY
$242.26 - $314.97 $89,151 - $115,908
368 Added 11.56%
3,551 $912,000
Q1 2022

Apr 26, 2022

SELL
$275.85 - $334.75 $18,757 - $22,763
-68 Reduced 2.09%
3,183 $981,000
Q4 2021

Jan 14, 2022

SELL
$283.11 - $343.11 $661,911 - $802,191
-2,338 Reduced 41.83%
3,251 $1.09 Million
Q3 2021

Oct 14, 2021

BUY
$271.6 - $305.22 $175,996 - $197,782
648 Added 13.11%
5,589 $1.58 Million
Q2 2021

Jul 13, 2021

BUY
$239.0 - $271.4 $176,860 - $200,835
740 Added 17.61%
4,941 $1.34 Million
Q1 2021

May 17, 2021

BUY
$212.25 - $244.99 $20,588 - $23,764
97 Added 2.36%
4,201 $991,000
Q4 2020

Jan 26, 2021

SELL
$202.33 - $224.96 $22,660 - $25,195
-112 Reduced 2.66%
4,104 $913,000
Q3 2020

Oct 07, 2020

SELL
$200.39 - $231.65 $36,671 - $42,391
-183 Reduced 4.16%
4,216 $887,000
Q2 2020

Jul 07, 2020

SELL
$152.11 - $203.51 $104,499 - $139,811
-687 Reduced 13.51%
4,399 $927,000
Q1 2020

Apr 08, 2020

SELL
$135.42 - $188.7 $104,950 - $146,242
-775 Reduced 13.22%
5,086 $802,000
Q4 2019

Feb 14, 2020

BUY
$134.65 - $158.96 $789,183 - $931,664
5,861 New
5,861 $924,000

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.09T
  • 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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