A detailed history of Icon Wealth Advisors, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 83,319 shares of MSFT stock, worth $35 Million. This represents 3.2% of its overall portfolio holdings.

Number of Shares
83,319
Previous 76,362 9.11%
Holding current value
$35 Million
Previous $32.1 Million 15.91%
% of portfolio
3.2%
Previous 3.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$389.33 - $452.85 $2.71 Million - $3.15 Million
6,957 Added 9.11%
83,319 $37.2 Million
Q1 2024

May 15, 2024

BUY
$367.75 - $429.37 $4.6 Million - $5.38 Million
12,519 Added 19.61%
76,362 $32.1 Million
Q4 2023

Feb 14, 2024

SELL
$313.39 - $382.7 $5.96 Million - $7.28 Million
-19,013 Reduced 22.95%
63,843 $24 Million
Q4 2022

Feb 14, 2023

BUY
$214.25 - $257.22 $31,923 - $38,325
149 Added 0.18%
82,856 $19.9 Million
Q3 2022

Jan 25, 2023

BUY
$232.9 - $293.47 $19.3 Million - $24.3 Million
82,707 New
82,707 $19.3 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 $3.13T
  • 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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