A detailed history of Defined Wealth Management, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Defined Wealth Management, LLC holds 3,556 shares of MSFT stock, worth $1.51 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
3,556
Previous 3,406 4.4%
Holding current value
$1.51 Million
Previous $1.52 Million 0.46%
% of portfolio
1.03%
Previous 1.09%

Shares

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

Oct 31, 2024

BUY
$395.15 - $467.56 $59,272 - $70,134
150 Added 4.4%
3,556 $1.53 Million
Q2 2024

Aug 05, 2024

BUY
$389.33 - $452.85 $65,018 - $75,625
167 Added 5.16%
3,406 $1.52 Million
Q4 2023

Jan 09, 2024

BUY
$313.39 - $382.7 $16,923 - $20,665
54 Added 1.7%
3,239 $1.22 Million
Q3 2023

Oct 24, 2023

BUY
$312.14 - $359.49 $63,676 - $73,335
204 Added 6.84%
3,185 $1.01 Million
Q2 2023

Jul 28, 2023

BUY
$275.42 - $348.1 $23,410 - $29,588
85 Added 2.94%
2,981 $1.02 Million
Q1 2023

Apr 21, 2023

BUY
$222.31 - $288.3 $222 - $288
1 Added 0.03%
2,896 $834,000
Q1 2022

Apr 18, 2022

BUY
$275.85 - $334.75 $275 - $334
1 Added 0.03%
2,895 $892,000
Q3 2021

Oct 21, 2021

BUY
$271.6 - $305.22 $4,617 - $5,188
17 Added 0.59%
2,894 $816,000
Q2 2021

Jul 20, 2021

BUY
$239.0 - $271.4 $6,214 - $7,056
26 Added 0.91%
2,877 $779,000
Q4 2020

Mar 09, 2021

BUY
$202.33 - $224.96 $576,842 - $641,360
2,851 New
2,851 $634,000

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.16T
  • 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 Defined Wealth Management, LLC Portfolio

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

News

Stay updated on Defined Wealth Management, LLC with notifications on news.