Independent Wealth Network Inc. Microsoft Corp Transaction History

Independent Wealth Network Inc.

$218 Million
Q3 2024

A detailed history of Independent Wealth Network Inc. transactions in Microsoft Corp stock. As of the latest transaction made, Independent Wealth Network Inc. holds 9,557 shares of MSFT stock, worth $4.2 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares

9,557

Previous 10,461 8.64%

Holding current value

$4.2 Million

Previous $4.68 Million 12.06%

% of portfolio

1.88%

Previous 2.25%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$395.15 - $467.56 $357,215 - $422,674	-904 Reduced 8.64%	9,557 $4.11 Million
Q2 2024 Jul 18, 2024	SELL	$389.33 - $452.85 $87,209 - $101,438	-224 Reduced 2.1%	10,461 $4.68 Million
Q1 2024 May 20, 2024	BUY	$367.75 - $429.37 $3.3 Million - $3.85 Million	8,977 Added 525.59%	10,685 $4.5 Million
Q1 2024 Apr 11, 2024	SELL	$367.75 - $429.37 $2.89 Million - $3.38 Million	-7,870 Reduced 82.17%	1,708 $718,000
Q4 2023 Jan 12, 2024	BUY	$313.39 - $382.7 $358,518 - $437,808	1,144 Added 13.56%	9,578 $3.6 Million
Q3 2023 Oct 11, 2023	SELL	$312.14 - $359.49 $22,786 - $26,242	-73 Reduced 0.86%	8,434 $2.66 Million
Q2 2023 Jul 12, 2023	BUY	$275.42 - $348.1 $53,431 - $67,531	194 Added 2.33%	8,507 $2.9 Million
Q1 2023 Apr 18, 2023	SELL	$222.31 - $288.3 $4,668 - $6,054	-21 Reduced 0.25%	8,313 $2.4 Million
Q4 2022 Jan 25, 2023	BUY	$214.25 - $257.22 $39,422 - $47,328	184 Added 2.26%	8,334 $0
Q3 2022 Oct 17, 2022	SELL	$232.9 - $293.47 $34,935 - $44,020	-150 Reduced 1.81%	8,150 $1.9 Million
Q2 2022 Jul 26, 2022	SELL	$242.26 - $314.97 $112,650 - $146,461	-465 Reduced 5.31%	8,300 $2.13 Million
Q1 2022 Apr 20, 2022	SELL	$275.85 - $334.75 $524,666 - $636,694	-1,902 Reduced 17.83%	8,765 $2.7 Million
Q4 2021 Feb 10, 2022	BUY	$283.11 - $343.11 $1.46 Million - $1.77 Million	5,145 Added 93.17%	10,667 $3.59 Million
Q3 2021 Nov 04, 2021	BUY	$271.6 - $305.22 $1.5 Million - $1.69 Million	5,522 New	5,522 $1.84 Million

Others Institutions Holding MSFT

# of Institutions

5,851

Shares Held

4.99B

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 $3.27T
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 Wealth Network Inc. Microsoft Corp Transaction History