A detailed history of Holistic Planning, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Holistic Planning, LLC holds 10,658 shares of MSFT stock, worth $4.48 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares
10,658
Previous 5,912 80.28%
Holding current value
$4.48 Million
Previous $2.49 Billion 84.37%
% of portfolio
1.94%
Previous 1.91%

Shares

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

Nov 01, 2024

BUY
$395.15 - $467.56 $1.88 Million - $2.22 Million
4,746 Added 80.28%
10,658 $4.59 Billion
Q1 2024

May 01, 2024

BUY
$367.75 - $429.37 $24,639 - $28,767
67 Added 1.15%
5,912 $2.49 Billion
Q4 2023

Feb 14, 2024

BUY
$313.39 - $382.7 $1.83 Million - $2.24 Million
5,845 New
5,845 $2.2 Billion

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.13T
  • 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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