A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 8,438 shares of MSFT stock, worth $3.55 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
8,438
Previous 6,121 37.85%
Holding current value
$3.55 Million
Previous $2.74 Million 32.72%
% of portfolio
0.9%
Previous 0.78%

Shares

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

Oct 23, 2024

BUY
$395.15 - $467.56 $915,562 - $1.08 Million
2,317 Added 37.85%
8,438 $3.63 Million
Q2 2024

Jul 30, 2024

SELL
$389.33 - $452.85 $22,191 - $25,812
-57 Reduced 0.92%
6,121 $2.74 Million
Q1 2024

Apr 22, 2024

BUY
$367.75 - $429.37 $71,343 - $83,297
194 Added 3.24%
6,178 $2.6 Million
Q4 2023

Jan 18, 2024

BUY
$313.39 - $382.7 $98,091 - $119,785
313 Added 5.52%
5,984 $2.25 Million
Q3 2023

Oct 19, 2023

BUY
$312.14 - $359.49 $702,002 - $808,493
2,249 Added 65.72%
5,671 $1.79 Million
Q2 2023

Jul 28, 2023

BUY
$275.42 - $348.1 $82,626 - $104,430
300 Added 9.61%
3,422 $1.17 Million
Q1 2023

Apr 19, 2023

BUY
$222.31 - $288.3 $5,557 - $7,207
25 Added 0.81%
3,122 $900,000
Q4 2022

Jan 27, 2023

SELL
$214.25 - $257.22 $4,927 - $5,916
-23 Reduced 0.74%
3,097 $742,000
Q3 2022

Oct 28, 2022

BUY
$232.9 - $293.47 $3,726 - $4,695
16 Added 0.52%
3,120 $727,000
Q2 2022

Aug 11, 2022

SELL
$242.26 - $314.97 $31,009 - $40,316
-128 Reduced 3.96%
3,104 $797,000
Q1 2022

Apr 15, 2022

BUY
$275.85 - $334.75 $31,998 - $38,831
116 Added 3.72%
3,232 $997,000
Q4 2021

Jan 14, 2022

BUY
$283.11 - $343.11 $72,759 - $88,179
257 Added 8.99%
3,116 $1.05 Million
Q3 2021

Oct 18, 2021

BUY
$271.6 - $305.22 $95,060 - $106,827
350 Added 13.95%
2,859 $806,000
Q4 2020

Jan 22, 2021

BUY
$202.33 - $224.96 $507,645 - $564,424
2,509 New
2,509 $558,000

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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