A detailed history of Dopkins Wealth Management, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 2,300 shares of MSFT stock, worth $966,414. This represents 0.82% of its overall portfolio holdings.

Number of Shares
2,300
Previous 2,674 13.99%
Holding current value
$966,414
Previous $1.2 Million 17.24%
% of portfolio
0.82%
Previous 0.76%

Shares

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

Nov 06, 2024

SELL
$395.15 - $467.56 $147,786 - $174,867
-374 Reduced 13.99%
2,300 $989,000
Q2 2024

Jul 30, 2024

BUY
$389.33 - $452.85 $61,514 - $71,550
158 Added 6.28%
2,674 $1.2 Million
Q1 2024

May 03, 2024

BUY
$367.75 - $429.37 $73,917 - $86,303
201 Added 8.68%
2,516 $1.06 Million
Q4 2023

Jan 25, 2024

SELL
$313.39 - $382.7 $62,991 - $76,922
-201 Reduced 7.99%
2,315 $870,000
Q3 2023

Nov 13, 2023

BUY
$312.14 - $359.49 $437,308 - $503,645
1,401 Added 125.65%
2,516 $794,000
Q4 2021

Jan 18, 2022

BUY
$283.11 - $343.11 $315,667 - $382,567
1,115 New
1,115 $375,000

Others Institutions Holding MSFT

About MICROSOFT CORP


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