A detailed history of Highland Financial Advisors, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 779 shares of MSFT stock, worth $321,625. This represents 0.12% of its overall portfolio holdings.

Number of Shares
779
Previous 1,341 41.91%
Holding current value
$321,625
Previous $599,000 44.07%
% of portfolio
0.12%
Previous 0.22%

Shares

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

Oct 30, 2024

SELL
$395.15 - $467.56 $222,074 - $262,768
-562 Reduced 41.91%
779 $335,000
Q2 2024

Jul 17, 2024

BUY
$389.33 - $452.85 $164,686 - $191,555
423 Added 46.08%
1,341 $599,000
Q1 2024

May 06, 2024

BUY
$367.75 - $429.37 $22,065 - $25,762
60 Added 6.99%
918 $386,000
Q4 2023

Jan 18, 2024

SELL
$313.39 - $382.7 $1,880 - $2,296
-6 Reduced 0.69%
858 $323,000
Q3 2023

Oct 25, 2023

BUY
$312.14 - $359.49 $31,526 - $36,308
101 Added 13.24%
864 $273,000
Q2 2023

Jul 13, 2023

SELL
$275.42 - $348.1 $240,441 - $303,891
-873 Reduced 53.36%
763 $260,000
Q1 2023

Apr 17, 2023

SELL
$222.31 - $288.3 $666 - $864
-3 Reduced 0.18%
1,636 $472,000
Q4 2022

Feb 08, 2023

BUY
$214.25 - $257.22 $10,498 - $12,603
49 Added 3.08%
1,639 $393,000
Q2 2022

Aug 04, 2022

BUY
$242.26 - $314.97 $385,193 - $500,802
1,590 New
1,590 $408,000

Others Institutions Holding MSFT

About MICROSOFT CORP


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

Follow Highland Financial Advisors, 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 Highland Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Highland Financial Advisors, LLC with notifications on news.