A detailed history of Essential Planning, Llc. transactions in Microsoft Corp stock. As of the latest transaction made, Essential Planning, Llc. holds 4,466 shares of MSFT stock, worth $1.87 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
4,466
Previous 4,378 2.01%
Holding current value
$1.87 Million
Previous $1.96 Million 1.79%
% of portfolio
0.79%
Previous 0.86%

Shares

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

Nov 07, 2024

BUY
$395.15 - $467.56 $34,773 - $41,145
88 Added 2.01%
4,466 $1.92 Million
Q2 2024

Aug 14, 2024

SELL
$389.33 - $452.85 $141,326 - $164,384
-363 Reduced 7.66%
4,378 $1.96 Million
Q4 2023

Feb 13, 2024

BUY
$313.39 - $382.7 $50,142 - $61,232
160 Added 3.49%
4,741 $1.78 Million
Q2 2023

Aug 10, 2023

BUY
$275.42 - $348.1 $104,659 - $132,278
380 Added 9.05%
4,581 $1.56 Million
Q1 2023

May 09, 2023

BUY
$222.31 - $288.3 $222 - $288
1 Added 0.02%
4,201 $1.21 Million
Q4 2022

Feb 14, 2023

BUY
$214.25 - $257.22 $213,607 - $256,448
997 Added 31.13%
4,200 $1.01 Million
Q3 2022

Nov 09, 2022

BUY
$232.9 - $293.47 $745,978 - $939,984
3,203 New
3,203 $746,000

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.12T
  • 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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