A detailed history of Bell & Brown Wealth Advisors, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Bell & Brown Wealth Advisors, LLC holds 16,607 shares of MSFT stock, worth $7.11 Million. This represents 3.03% of its overall portfolio holdings.

Number of Shares
16,607
Previous 15,486 7.24%
Holding current value
$7.11 Million
Previous $6.52 Million 13.92%
% of portfolio
3.03%
Previous 2.79%

Shares

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

Aug 13, 2024

BUY
$389.33 - $452.85 $436,438 - $507,644
1,121 Added 7.24%
16,607 $7.42 Million
Q1 2024

May 13, 2024

SELL
$367.75 - $429.37 $567,438 - $662,517
-1,543 Reduced 9.06%
15,486 $6.52 Million
Q4 2023

Feb 12, 2024

SELL
$313.39 - $382.7 $105,612 - $128,969
-337 Reduced 1.94%
17,029 $6.4 Million
Q2 2023

Aug 15, 2023

BUY
$275.42 - $348.1 $312,877 - $395,441
1,136 Added 7.0%
17,366 $5.91 Million
Q1 2023

Apr 14, 2023

SELL
$222.31 - $288.3 $294,116 - $381,420
-1,323 Reduced 7.54%
16,230 $4.68 Million
Q4 2022

Feb 10, 2023

BUY
$214.25 - $257.22 $316,018 - $379,399
1,475 Added 9.17%
17,553 $4.21 Million
Q3 2022

Oct 26, 2022

SELL
$232.9 - $293.47 $295,783 - $372,706
-1,270 Reduced 7.32%
16,078 $3.75 Million
Q2 2022

Jul 22, 2022

BUY
$242.26 - $314.97 $155,530 - $202,210
642 Added 3.84%
17,348 $4.46 Million
Q1 2022

May 02, 2022

BUY
$275.85 - $334.75 $84,961 - $103,103
308 Added 1.88%
16,706 $5.15 Million
Q4 2021

Feb 10, 2022

BUY
$283.11 - $343.11 $105,600 - $127,980
373 Added 2.33%
16,398 $5.06 Million
Q3 2021

Nov 12, 2021

SELL
$271.6 - $305.22 $211,576 - $237,766
-779 Reduced 4.64%
16,025 $4.52 Million
Q3 2020

Oct 23, 2020

BUY
$200.39 - $231.65 $76,749 - $88,721
383 Added 2.33%
16,804 $3.6 Million
Q2 2020

Aug 07, 2020

SELL
$152.11 - $203.51 $109,519 - $146,527
-720 Reduced 4.2%
16,421 $3.49 Million
Q1 2020

May 11, 2020

SELL
$135.42 - $188.7 $46,178 - $64,346
-341 Reduced 1.95%
17,141 $3.17 Million
Q4 2019

Jan 17, 2020

SELL
$134.65 - $158.96 $235,772 - $278,338
-1,751 Reduced 9.1%
17,482 $2.86 Million
Q3 2019

Oct 09, 2019

SELL
$132.21 - $141.34 $11,105 - $11,872
-84 Reduced 0.43%
19,233 $2.64 Million
Q2 2019

Aug 06, 2019

BUY
$119.02 - $137.78 $20,114 - $23,284
169 Added 0.88%
19,317 $2.59 Million
Q1 2019

May 13, 2019

SELL
$97.4 - $120.22 $37,304 - $46,044
-383 Reduced 1.96%
19,148 $2.26 Million
Q4 2018

Feb 22, 2019

SELL
$94.13 - $115.61 $2.65 Million - $3.25 Million
-28,125 Reduced 59.02%
19,531 $1.98 Million
Q4 2018

Feb 07, 2019

BUY
$94.13 - $115.61 $2.63 Million - $3.23 Million
27,904 Added 141.27%
47,656 $4.84 Million
Q3 2018

Nov 13, 2018

BUY
$99.05 - $114.67 $1,287 - $1,490
13 Added 0.07%
19,752 $2.11 Million
Q2 2018

Jul 31, 2018

BUY
$88.52 - $102.49 $118,705 - $137,439
1,341 Added 7.29%
19,739 $1.95 Million
Q1 2018

May 02, 2018

SELL
$85.01 - $96.77 $272,712 - $310,438
-3,208 Reduced 14.85%
18,398 $1.72 Million
Q4 2017

Feb 13, 2018

BUY
$74.26 - $86.85 $1.6 Million - $1.88 Million
21,606
21,606 $1.85 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 $3.19T
  • 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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