A detailed history of Cyndeo Wealth Partners, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 145,139 shares of MSFT stock, worth $61 Million. This represents 4.45% of its overall portfolio holdings.

Number of Shares
145,139
Previous 151,225 4.02%
Holding current value
$61 Million
Previous $67.6 Million 7.62%
% of portfolio
4.45%
Previous 5.34%

Shares

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

Oct 18, 2024

SELL
$395.15 - $467.56 $2.4 Million - $2.85 Million
-6,086 Reduced 4.02%
145,139 $62.4 Million
Q2 2024

Jul 30, 2024

BUY
$389.33 - $452.85 $2.29 Million - $2.66 Million
5,882 Added 4.05%
151,225 $67.6 Million
Q1 2024

Apr 16, 2024

BUY
$367.75 - $429.37 $689,899 - $805,498
1,876 Added 1.31%
145,343 $61.1 Million
Q4 2023

Jan 12, 2024

BUY
$313.39 - $382.7 $9.05 Million - $11.1 Million
28,891 Added 25.22%
143,467 $53.9 Million
Q3 2023

Oct 10, 2023

BUY
$312.14 - $359.49 $2.08 Million - $2.4 Million
6,678 Added 6.19%
114,576 $36.2 Million
Q2 2023

Jul 27, 2023

SELL
$275.42 - $348.1 $940,283 - $1.19 Million
-3,414 Reduced 3.07%
107,898 $36.7 Million
Q1 2023

Apr 21, 2023

BUY
$222.31 - $288.3 $1.81 Million - $2.35 Million
8,147 Added 7.9%
111,312 $32.1 Million
Q4 2022

Jan 25, 2023

BUY
$214.25 - $257.22 $22.1 Million - $26.5 Million
103,165 New
103,165 $0

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.13T
  • 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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