A detailed history of Dougherty Wealth Advisers LLC transactions in Microsoft Corp stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 3,215 shares of MSFT stock, worth $1.4 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
3,215
Previous 3,290 2.28%
Holding current value
$1.4 Million
Previous $1.47 Million 5.92%
% of portfolio
1.1%
Previous 1.29%

Shares

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

Oct 30, 2024

SELL
$395.15 - $467.56 $29,636 - $35,067
-75 Reduced 2.28%
3,215 $1.38 Million
Q2 2024

Jul 11, 2024

BUY
$389.33 - $452.85 $14,794 - $17,208
38 Added 1.17%
3,290 $1.47 Million
Q1 2024

Apr 26, 2024

SELL
$367.75 - $429.37 $349,730 - $408,330
-951 Reduced 22.63%
3,252 $1.37 Million
Q4 2023

Jan 22, 2024

SELL
$313.39 - $382.7 $20,997 - $25,640
-67 Reduced 1.57%
4,203 $1.58 Million
Q2 2023

Aug 03, 2023

SELL
$275.42 - $348.1 $24,236 - $30,632
-88 Reduced 2.02%
4,270 $1.45 Million
Q1 2023

Apr 14, 2023

SELL
$222.31 - $288.3 $12,004 - $15,568
-54 Reduced 1.22%
4,358 $1.26 Million
Q4 2020

Feb 04, 2021

BUY
$202.33 - $224.96 $1,618 - $1,799
8 Added 0.18%
4,412 $981,000
Q3 2019

Nov 12, 2019

SELL
$132.21 - $141.34 $110,791 - $118,442
-838 Reduced 15.99%
4,404 $612,000
Q2 2019

Aug 07, 2019

BUY
$119.02 - $137.78 $95,216 - $110,224
800 Added 18.01%
5,242 $702,000
Q4 2018

Feb 11, 2019

BUY
$94.13 - $115.61 $418,125 - $513,539
4,442 New
4,442 $468,000

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.24T
  • 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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