A detailed history of Beta Wealth Group, Inc. transactions in Microsoft Corp stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 18,657 shares of MSFT stock, worth $7.78 Million. This represents 3.96% of its overall portfolio holdings.

Number of Shares
18,657
Previous 18,256 2.2%
Holding current value
$7.78 Million
Previous $8.16 Million 1.63%
% of portfolio
3.96%
Previous 4.19%

Shares

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

Nov 01, 2024

BUY
$395.15 - $467.56 $158,455 - $187,491
401 Added 2.2%
18,657 $8.03 Million
Q2 2024

Aug 12, 2024

BUY
$389.33 - $452.85 $68,911 - $80,154
177 Added 0.98%
18,256 $8.16 Million
Q1 2024

May 14, 2024

SELL
$367.75 - $429.37 $543,902 - $635,038
-1,479 Reduced 7.56%
18,079 $7.61 Million
Q4 2023

Feb 09, 2024

SELL
$313.39 - $382.7 $345,355 - $421,735
-1,102 Reduced 5.33%
19,558 $7.35 Million
Q3 2023

Nov 13, 2023

SELL
$312.14 - $359.49 $293,411 - $337,920
-940 Reduced 4.35%
20,660 $6.52 Million
Q2 2023

Aug 11, 2023

SELL
$275.42 - $348.1 $476,476 - $602,213
-1,730 Reduced 7.42%
21,600 $7.36 Million
Q1 2023

May 09, 2023

SELL
$222.31 - $288.3 $411,718 - $533,931
-1,852 Reduced 7.35%
23,330 $6.73 Million
Q4 2022

Feb 10, 2023

BUY
$214.25 - $257.22 $304,449 - $365,509
1,421 Added 5.98%
25,182 $6.04 Million
Q3 2022

Nov 01, 2022

BUY
$232.9 - $293.47 $469,759 - $591,928
2,017 Added 9.28%
23,761 $5.53 Million
Q2 2022

Aug 05, 2022

SELL
$242.26 - $314.97 $248,558 - $323,159
-1,026 Reduced 4.51%
21,744 $5.59 Million
Q1 2022

May 12, 2022

SELL
$275.85 - $334.75 $506,184 - $614,266
-1,835 Reduced 7.46%
22,770 $7.02 Million
Q3 2021

Nov 12, 2021

SELL
$271.6 - $305.22 $388,659 - $436,769
-1,431 Reduced 5.5%
24,605 $6.93 Million
Q2 2021

Aug 16, 2021

BUY
$239.0 - $271.4 $165,627 - $188,080
693 Added 2.73%
26,036 $7.05 Million
Q1 2021

May 11, 2021

BUY
$212.25 - $244.99 $222,225 - $256,504
1,047 Added 4.31%
25,343 $5.97 Million
Q4 2020

Mar 18, 2021

BUY
$202.33 - $224.96 $4.92 Million - $5.47 Million
24,296 New
24,296 $5.4 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 $3.11T
  • 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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