A detailed history of First Purpose Wealth LLC transactions in Microsoft Corp stock. As of the latest transaction made, First Purpose Wealth LLC holds 7,438 shares of MSFT stock, worth $3.07 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
7,438
Previous 7,305 1.82%
Holding current value
$3.07 Million
Previous $2.75 Million 13.95%
% of portfolio
1.14%
Previous 1.07%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

BUY
$367.75 - $429.37 $48,910 - $57,106
133 Added 1.82%
7,438 $3.13 Million
Q4 2023

Apr 22, 2024

BUY
$313.39 - $382.7 $465,070 - $567,926
1,484 Added 25.49%
7,305 $2.75 Million
Q3 2023

Oct 30, 2023

SELL
$312.14 - $359.49 $9,676 - $11,144
-31 Reduced 0.53%
5,821 $1.84 Million
Q2 2023

Jul 21, 2023

SELL
$275.42 - $348.1 $136,883 - $173,005
-497 Reduced 7.83%
5,852 $1.99 Million
Q1 2023

May 03, 2023

BUY
$222.31 - $288.3 $35,347 - $45,839
159 Added 2.57%
6,349 $1.83 Million
Q4 2022

Jan 26, 2023

BUY
$214.25 - $257.22 $77,558 - $93,113
362 Added 6.21%
6,190 $0
Q3 2022

Oct 24, 2022

BUY
$232.9 - $293.47 $181,662 - $228,906
780 Added 15.45%
5,828 $1.36 Million
Q2 2022

Jul 25, 2022

BUY
$242.26 - $314.97 $135,665 - $176,383
560 Added 12.48%
5,048 $1.3 Million
Q1 2022

Apr 18, 2022

BUY
$275.85 - $334.75 $133,235 - $161,684
483 Added 12.06%
4,488 $1.38 Million
Q4 2021

Feb 24, 2022

BUY
$283.11 - $343.11 $1.13 Million - $1.37 Million
4,005 New
4,005 $1.35 Million

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.08T
  • 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 First Purpose Wealth LLC Portfolio

Follow First Purpose Wealth 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 First Purpose Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on First Purpose Wealth LLC with notifications on news.