Concentric Wealth Management, LLC Microsoft Corp Transaction History
Concentric Wealth Management, LLC
- $473 Million
- Q3 2024
A detailed history of Concentric Wealth Management, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 31,845 shares of MSFT stock, worth $13.2 Million. This represents 2.9% of its overall portfolio holdings.
Number of Shares
31,845
Previous 32,554
2.18%
Holding current value
$13.2 Million
Previous $14.6 Million
5.84%
% of portfolio
2.9%
Previous 3.83%
Shares
29 transactions
Others Institutions Holding MSFT
# of Institutions
5,991Shares Held
4.98BCall Options Held
77.2MPut Options Held
85.9M-
Vanguard Group Inc Valley Forge, PA674MShares$280 Billion5.31% of portfolio
-
Black Rock Inc. New York, NY554MShares$230 Billion5.69% of portfolio
-
State Street Corp Boston, MA290MShares$120 Billion5.17% of portfolio
-
Geode Capital Management, LLC Boston, MA165MShares$68.5 Billion5.86% of portfolio
-
Jpmorgan Chase & CO New York, NY138MShares$57.2 Billion4.85% of portfolio
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 ...