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 $955,627. This represents 0.82% of its overall portfolio holdings.

Number of Shares
2,300
Previous 2,674 13.99%
Holding current value
$955,627
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 $3.1T
  • 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 Dopkins Wealth Management, LLC Portfolio

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

News

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