Independent Solutions Wealth Management, LLC Microsoft Corp Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

A detailed history of Independent Solutions Wealth Management, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 23,526 shares of MSFT stock, worth $9.99 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares

23,526

Previous 24,080 2.3%

Holding current value

$9.99 Million

Previous $10.8 Billion 5.94%

% of portfolio

2.29%

Previous 2.47%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Dec 19, 2024	SELL	$395.15 - $467.56 $218,913 - $259,028	-554 Reduced 2.3%	23,526 $10.1 Billion
Q2 2024 Dec 19, 2024	BUY	$389.33 - $452.85 $53,338 - $62,040	137 Added 0.57%	24,080 $10.8 Billion
Q1 2024 Dec 19, 2024	SELL	$367.75 - $429.37 $190,494 - $222,413	-518 Reduced 2.12%	23,943 $10.1 Billion
Q4 2023 Dec 19, 2024	BUY	$313.39 - $382.7 $1.64 Million - $2 Million	5,224 Added 27.16%	24,461 $9.2 Billion
Q3 2023 Dec 19, 2024	BUY	$312.14 - $359.49 $254,394 - $292,984	815 Added 4.42%	19,237 $6.07 Billion
Q2 2023 Dec 19, 2024	SELL	$275.42 - $348.1 $58,939 - $74,493	-214 Reduced 1.15%	18,422 $6.27 Billion
Q1 2023 Dec 19, 2024	SELL	$222.31 - $288.3 $249,876 - $324,049	-1,124 Reduced 5.69%	18,636 $5.37 Billion
Q4 2022 Dec 19, 2024	SELL	$214.25 - $257.22 $1.45 Million - $1.74 Million	-6,761 Reduced 25.49%	19,760 $4.74 Billion
Q3 2022 Dec 19, 2024	SELL	$232.9 - $293.47 $55,896 - $70,432	-240 Reduced 0.9%	26,521 $6.18 Billion
Q2 2022 Dec 19, 2024	SELL	$242.26 - $314.97 $536,121 - $697,028	-2,213 Reduced 7.64%	26,761 $6.87 Billion
Q1 2022 Dec 19, 2024	SELL	$275.85 - $334.75 $77,238 - $93,730	-280 Reduced 0.96%	28,974 $8.93 Billion
Q4 2021 Dec 19, 2024	BUY	$283.11 - $343.11 $210,350 - $254,930	743 Added 2.61%	29,254 $9.84 Billion
Q3 2021 Dec 19, 2024	SELL	$271.6 - $305.22 $53,233 - $59,823	-196 Reduced 0.68%	28,511 $8.04 Billion
Q2 2021 Dec 19, 2024	BUY	$239.0 - $271.4 $324,323 - $368,289	1,357 Added 4.96%	28,707 $7.78 Billion
Q1 2021 Dec 19, 2024	SELL	$212.25 - $244.99 $46,907 - $54,142	-221 Reduced 0.8%	27,350 $6.45 Billion
Q4 2020 Dec 19, 2024	BUY	$202.33 - $224.96 $615,083 - $683,878	3,040 Added 12.39%	27,571 $6.13 Billion
Q3 2020 Dec 19, 2024	BUY	$200.39 - $231.65 $800,558 - $925,441	3,995 Added 19.45%	24,531 $5.16 Billion
Q2 2020 Dec 19, 2024	BUY	$152.11 - $203.51 $456,786 - $611,140	3,003 Added 17.13%	20,536 $4.18 Billion
Q1 2020 Dec 19, 2024	BUY	$135.42 - $188.7 $132,982 - $185,303	982 Added 5.93%	17,533 $2.77 Billion
Q4 2019 Dec 13, 2024	BUY	$134.65 - $158.96 $2.23 Million - $2.63 Million	16,551 New	16,551 $2.61 Billion

Others Institutions Holding MSFT

# of Institutions

5,884

Shares Held

4.96B

Call Options Held

77.3M

Put Options Held

85.6M

View Full List

About MICROSOFT CORP

Ticker MSFT
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 7,454,470,144
Market Cap $3.17T
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 ...

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Independent Solutions Wealth Management, LLC Microsoft Corp Transaction History