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 $60.5 Million. This represents 4.45% of its overall portfolio holdings.

Number of Shares
145,139
Previous 151,225 4.02%
Holding current value
$60.5 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 $3.11T
  • 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 Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, 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 Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.