A detailed history of Congress Wealth Management LLC transactions in Microsoft Corp stock. As of the latest transaction made, Congress Wealth Management LLC holds 173,639 shares of MSFT stock, worth $81 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
173,639
Previous 187,958 7.62%
Holding current value
$81 Million
Previous $70.7 Million 3.36%
% of portfolio
1.29%
Previous 1.32%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $3.48T
  • 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 Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management 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 Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.