Gitterman Wealth Management, LLC Microsoft Corp Transaction History

Gitterman Wealth Management, LLC

$256 Million
Q1 2024

A detailed history of Gitterman Wealth Management, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Gitterman Wealth Management, LLC holds 12,020 shares of MSFT stock, worth $5.37 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares

12,020

Previous 13,060 7.96%

Holding current value

$5.37 Million

Previous $4.91 Million 2.97%

% of portfolio

1.97%

Previous 2.19%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$367.75 - $429.37 $382,460 - $446,544	-1,040 Reduced 7.96%	12,020 $5.06 Million
Q4 2023 Feb 05, 2024	SELL	$313.39 - $382.7 $8,774 - $10,715	-28 Reduced 0.21%	13,060 $4.91 Million
Q3 2023 Nov 02, 2023	BUY	$312.14 - $359.49 $235,041 - $270,695	753 Added 6.1%	13,088 $4.13 Million
Q2 2023 Aug 08, 2023	BUY	$275.42 - $348.1 $137,710 - $174,050	500 Added 4.22%	12,335 $4.2 Million
Q4 2022 Feb 13, 2023	SELL	$214.25 - $257.22 $20,139 - $24,178	-94 Reduced 0.79%	11,835 $2.84 Million

Q3 2022 Oct 27, 2022	BUY	$232.9 - $293.47 $74,295 - $93,616	319 Added 2.75%	11,929 $2.78 Million
Q2 2022 Aug 03, 2022	SELL	$242.26 - $314.97 $213,188 - $277,173	-880 Reduced 7.05%	11,610 $2.98 Million
Q1 2022 May 12, 2022	BUY	$275.85 - $334.75 $215,990 - $262,109	783 Added 6.69%	12,490 $3.85 Million
Q3 2021 Nov 09, 2021	SELL	$271.6 - $305.22 $81,480 - $91,566	-300 Reduced 2.5%	11,707 $3.3 Million
Q2 2021 Jul 30, 2021	BUY	$239.0 - $271.4 $71,700 - $81,420	300 Added 2.56%	12,007 $3.25 Million
Q1 2021 May 14, 2021	BUY	$212.25 - $244.99 $2.48 Million - $2.87 Million	11,707 New	11,707 $2.76 Million

Others Institutions Holding MSFT

# of Institutions

5,649

Shares Held

4.96B

Call Options Held

71.8M

Put Options Held

75.8M

View Full List

About MICROSOFT CORP

Ticker MSFT
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 7,454,470,144
Market Cap $3.33T
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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Gitterman Wealth Management, LLC Microsoft Corp Transaction History