A detailed history of Cm Wealth Advisors LLC transactions in Microsoft Corp stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 15,849 shares of MSFT stock, worth $6.92 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares
15,849
Previous 12,385 27.97%
Holding current value
$6.92 Million
Previous $5.54 Million 23.18%
% of portfolio
2.24%
Previous 2.64%

Shares

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

Nov 12, 2024

BUY
$395.15 - $467.56 $1.37 Million - $1.62 Million
3,464 Added 27.97%
15,849 $6.82 Million
Q2 2024

Aug 14, 2024

BUY
$389.33 - $452.85 $330,541 - $384,469
849 Added 7.36%
12,385 $5.54 Million
Q1 2024

May 13, 2024

BUY
$367.75 - $429.37 $350,465 - $409,189
953 Added 9.01%
11,536 $4.85 Million
Q4 2023

Feb 05, 2024

SELL
$313.39 - $382.7 $63,931 - $78,070
-204 Reduced 1.89%
10,583 $3.98 Million
Q3 2023

Nov 16, 2023

SELL
$312.14 - $359.49 $189,781 - $218,569
-608 Reduced 5.34%
10,787 $3.41 Million
Q2 2023

Aug 15, 2023

BUY
$275.42 - $348.1 $3.14 Million - $3.97 Million
11,395 New
11,395 $3.88 Million
Q4 2022

May 04, 2023

BUY
$214.25 - $257.22 $2.26 Million - $2.71 Million
10,547 New
10,547 $2.53 Billion
Q3 2022

May 11, 2023

BUY
$232.9 - $293.47 $2.46 Million - $3.1 Million
10,547 New
10,547 $2.46 Billion
Q2 2022

May 09, 2023

BUY
$242.26 - $314.97 $2.56 Million - $3.32 Million
10,547 New
10,547 $2.71 Billion

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.25T
  • 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
Track This Portfolio

Track Cm Wealth Advisors LLC Portfolio

Follow Cm Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cm Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cm Wealth Advisors LLC with notifications on news.