A detailed history of Congress Wealth Management LLC transactions in Microsoft Corp stock. As of the latest transaction made, Congress Wealth Management LLC holds 320,114 shares of MSFT stock, worth $141 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares
320,114
Previous 241,811 32.38%
Holding current value
$141 Million
Previous $108 Million 27.43%
% of portfolio
1.91%
Previous 1.77%

Shares

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

Nov 12, 2024

BUY
$395.15 - $467.56 $30.9 Million - $36.6 Million
78,303 Added 32.38%
320,114 $138 Million
Q2 2024

Aug 13, 2024

BUY
$389.33 - $452.85 $26.5 Million - $30.9 Million
68,172 Added 39.26%
241,811 $108 Million
Q1 2024

Apr 18, 2024

SELL
$367.75 - $429.37 $5.27 Million - $6.15 Million
-14,319 Reduced 7.62%
173,639 $73.1 Million
Q4 2023

Feb 09, 2024

BUY
$313.39 - $382.7 $5.96 Million - $7.28 Million
19,031 Added 11.27%
187,958 $70.7 Million
Q3 2023

Oct 30, 2023

BUY
$312.14 - $359.49 $1.71 Million - $1.97 Million
5,473 Added 3.35%
168,927 $53.3 Million
Q2 2023

Jul 13, 2023

BUY
$275.42 - $348.1 $15,974 - $20,189
58 Added 0.04%
163,454 $55.7 Million
Q1 2023

Apr 14, 2023

BUY
$222.31 - $288.3 $196,744 - $255,145
885 Added 0.54%
163,396 $47.1 Million
Q4 2022

Feb 02, 2023

BUY
$214.25 - $257.22 $497,702 - $597,522
2,323 Added 1.45%
162,511 $39 Million
Q3 2022

Nov 08, 2022

BUY
$232.9 - $293.47 $449,264 - $566,103
1,929 Added 1.22%
160,188 $37.3 Million
Q2 2022

Aug 11, 2022

SELL
$242.26 - $314.97 $865,594 - $1.13 Million
-3,573 Reduced 2.21%
158,259 $40.6 Million
Q1 2022

May 16, 2022

SELL
$275.85 - $334.75 $2.35 Million - $2.85 Million
-8,506 Reduced 4.99%
161,832 $49.9 Million
Q4 2021

Feb 04, 2022

BUY
$283.11 - $343.11 $48.2 Million - $58.4 Million
170,338 New
170,338 $57.3 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 $3.27T
  • 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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