Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Microsoft Corp Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$4.37 Billion
Q2 2025

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Microsoft Corp stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 208,507 shares of MSFT stock, worth $107 Million. This represents 2.37% of its overall portfolio holdings.

Number of Shares

208,507

Previous 198,941 4.81%

Holding current value

$107 Million

Previous $74.7 Million 38.88%

% of portfolio

2.37%

Previous 1.94%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$354.56 - $497.45 $3.39 Million - $4.76 Million	9,566 Added 4.81%	208,507 $104 Million
Q1 2025 May 08, 2025	BUY	$375.39 - $447.2 $2.81 Million - $3.35 Million	7,498 Added 3.92%	198,941 $74.7 Million
Q4 2024 Jan 21, 2025	BUY	$406.35 - $454.46 $1.29 Million - $1.45 Million	3,180 Added 1.69%	191,443 $80.7 Million
Q3 2024 Oct 31, 2024	SELL	$395.15 - $467.56 $1.97 Million - $2.33 Million	-4,979 Reduced 2.58%	188,263 $81 Million
Q2 2024 Aug 09, 2024	BUY	$389.33 - $452.85 $5.44 Million - $6.33 Million	13,985 Added 7.8%	193,242 $86.4 Million
Q1 2024 May 06, 2024	BUY	$367.75 - $429.37 $4.76 Million - $5.56 Million	12,952 Added 7.79%	179,257 $75.4 Million
Q4 2023 Feb 06, 2024	BUY	$313.39 - $382.7 $749,942 - $915,801	2,393 Added 1.46%	166,305 $62.5 Million
Q3 2023 Nov 02, 2023	SELL	$312.14 - $359.49 $1.13 Million - $1.3 Million	-3,627 Reduced 2.16%	163,912 $51.8 Million
Q2 2023 Aug 11, 2023	BUY	$275.42 - $348.1 $5.72 Million - $7.23 Million	20,770 Added 14.15%	167,539 $57.1 Million
Q1 2023 May 09, 2023	BUY	$222.31 - $288.3 $971,272 - $1.26 Million	4,369 Added 3.07%	146,769 $42.3 Million
Q4 2022 Feb 07, 2023	SELL	$214.25 - $257.22 $314,519 - $377,598	-1,468 Reduced 1.02%	142,400 $34.2 Million
Q3 2022 Nov 02, 2022	BUY	$232.9 - $293.47 $5.25 Million - $6.62 Million	22,555 Added 18.59%	143,868 $33.5 Million
Q2 2022 Aug 02, 2022	BUY	$242.26 - $314.97 $48,936 - $63,623	202 Added 0.17%	121,313 $31.2 Million
Q1 2022 May 13, 2022	SELL	$275.85 - $334.75 $32,826 - $39,835	-119 Reduced 0.1%	121,111 $37.3 Million
Q4 2021 Feb 14, 2022	SELL	$283.11 - $343.11 $2.01 Million - $2.43 Million	-7,085 Reduced 5.52%	121,230 $40.8 Million
Q3 2021 Nov 02, 2021	BUY	$271.6 - $305.22 $2.2 Million - $2.47 Million	8,107 Added 6.74%	128,315 $36.2 Million
Q2 2021 Aug 12, 2021	BUY	$239.0 - $271.4 $1.84 Million - $2.08 Million	7,681 Added 6.83%	120,208 $32.6 Million
Q1 2021 May 17, 2021	SELL	$212.25 - $244.99 $285,688 - $329,756	-1,346 Reduced 1.18%	112,527 $26.5 Million
Q4 2020 Feb 12, 2021	BUY	$202.33 - $224.96 $2.02 Million - $2.25 Million	10,008 Added 9.64%	113,873 $25.3 Million
Q3 2020 Nov 12, 2020	SELL	$200.39 - $231.65 $1.23 Million - $1.43 Million	-6,160 Reduced 5.6%	103,865 $21.8 Million
Q2 2020 Aug 12, 2020	BUY	$152.11 - $203.51 $1.5 Million - $2 Million	9,846 Added 9.83%	110,025 $22.4 Million
Q1 2020 May 11, 2020	SELL	$135.42 - $188.7 $10,021 - $13,963	-74 Reduced 0.07%	100,179 $15.8 Million
Q4 2019 Feb 13, 2020	BUY	$134.65 - $158.96 $476,257 - $562,241	3,537 Added 3.66%	100,253 $15.8 Million
Q3 2019 Nov 13, 2019	BUY	$132.21 - $141.34 $229,913 - $245,790	1,739 Added 1.83%	96,716 $13.4 Million
Q2 2019 Aug 12, 2019	BUY	$119.02 - $137.78 $1.81 Million - $2.09 Million	15,181 Added 19.02%	94,977 $12.7 Million
Q1 2019 May 13, 2019	BUY	$97.4 - $120.22 $975,948 - $1.2 Million	10,020 Added 14.36%	79,796 $9.41 Million
Q4 2018 Feb 13, 2019	BUY	$94.13 - $115.61 $448,341 - $550,650	4,763 Added 7.33%	69,776 $7.09 Million
Q3 2018 Nov 13, 2018	SELL	$99.05 - $114.67 $973,859 - $1.13 Million	-9,832 Reduced 13.14%	65,013 $7.44 Million
Q2 2018 Aug 13, 2018	BUY	$88.52 - $102.49 $1.11 Million - $1.28 Million	12,507 Added 20.06%	74,845 $7.38 Million
Q1 2018 May 14, 2018	BUY	$85.01 - $96.77 $1.46 Million - $1.66 Million	17,144 Added 37.93%	62,338 $5.69 Million
Q1 2018 May 14, 2018	SELL	$85.01 - $96.77 $890,394 - $1.01 Million	-10,474 Reduced 18.82%	45,194 $5.69 Million
Q4 2017 Feb 12, 2018	BUY	$74.26 - $86.85 $631,804 - $738,919	8,508 Added 18.04%	55,668 $4.76 Million
Q3 2017 Nov 13, 2017	SELL	$71.41 - $75.44 $26,064 - $27,535	-365 Reduced 0.77%	47,160 $3.51 Million
Q2 2017 Aug 10, 2017	BUY	N/A	47,525	47,525 $3.28 Million

Others Institutions Holding MSFT

# of Institutions

6,537

Shares Held

5.21B

Call Options Held

74.7M

Put Options Held

79.4M

View Full List

About MICROSOFT CORP

Ticker MSFT
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 7,454,470,144
Market Cap $3.83T
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 ...

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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Microsoft Corp Transaction History