Cm Wealth Advisors LLC Microsoft Corp Transaction History

Cm Wealth Advisors LLC

$359 Million
Q3 2025

A detailed history of Cm Wealth Advisors LLC transactions in Microsoft Corp stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 11,452 shares of MSFT stock, worth $5.81 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares

11,452

Previous 12,730 10.04%

Holding current value

$5.81 Million

Previous $6.33 Million 6.33%

% of portfolio

1.65%

Previous 1.93%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$491.09 - $535.64 $627,613 - $684,547	-1,278 Reduced 10.04%	11,452 $5.93 Million
Q2 2025 Aug 06, 2025	SELL	$354.56 - $497.45 $878,954 - $1.23 Million	-2,479 Reduced 16.3%	12,730 $6.33 Million
Q1 2025 Apr 24, 2025	SELL	$375.39 - $447.2 $150,156 - $178,880	-400 Reduced 2.56%	15,209 $5.71 Million
Q4 2024 Feb 13, 2025	SELL	$406.35 - $454.46 $97,524 - $109,070	-240 Reduced 1.51%	15,609 $6.58 Million
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

# of Institutions

6,773

Shares Held

5.98B

Call Options Held

94.4M

Put Options Held

85M

View Full List

About MICROSOFT CORP

Ticker MSFT
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 7,454,470,144
Market Cap $3.78T
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 ...

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Cm Wealth Advisors LLC Microsoft Corp Transaction History