Insight Wealth Strategies, LLC Microsoft Corp Transaction History

Insight Wealth Strategies, LLC

$749 Million
Q3 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 11,807 shares of MSFT stock, worth $5.15 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

11,807

Previous 11,726 0.69%

Holding current value

$5.15 Million

Previous $5.24 Million 3.07%

% of portfolio

0.68%

Previous 0.75%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$395.15 - $467.56 $32,007 - $37,872	81 Added 0.69%	11,807 $5.08 Million
Q2 2024 Jul 08, 2024	BUY	$389.33 - $452.85 $32,703 - $38,039	84 Added 0.72%	11,726 $5.24 Million
Q1 2024 Apr 05, 2024	SELL	$367.75 - $429.37 $624,807 - $729,499	-1,699 Reduced 12.74%	11,642 $4.9 Million
Q4 2023 Jan 12, 2024	SELL	$313.39 - $382.7 $322,164 - $393,415	-1,028 Reduced 7.15%	13,341 $5.02 Million
Q3 2023 Oct 13, 2023	BUY	$312.14 - $359.49 $163,561 - $188,372	524 Added 3.78%	14,369 $4.54 Million
Q2 2023 Jul 14, 2023	SELL	$275.42 - $348.1 $122,011 - $154,208	-443 Reduced 3.1%	13,845 $4.71 Million
Q1 2023 Apr 06, 2023	SELL	$222.31 - $288.3 $6.39 Million - $8.28 Million	-28,734 Reduced 66.79%	14,288 $4.12 Million
Q4 2022 Jan 06, 2023	BUY	$214.25 - $257.22 $164,544 - $197,544	768 Added 1.82%	43,022 $0
Q2 2022 Jul 01, 2022	SELL	$242.26 - $314.97 $13,082 - $17,008	-54 Reduced 0.13%	42,254 $10.9 Million
Q1 2022 Apr 12, 2022	BUY	$275.85 - $334.75 $762,725 - $925,583	2,765 Added 6.99%	42,308 $13 Million
Q4 2021 Jan 31, 2022	SELL	$283.11 - $343.11 $783,931 - $950,071	-2,769 Reduced 6.54%	39,543 $13.3 Million
Q3 2021 Oct 28, 2021	SELL	$271.6 - $305.22 $15,481 - $17,397	-57 Reduced 0.13%	42,312 $11.9 Million
Q2 2021 Aug 12, 2021	SELL	$239.0 - $271.4 $2.3 Million - $2.61 Million	-9,619 Reduced 18.5%	42,369 $11.5 Million
Q1 2021 May 12, 2021	BUY	$212.25 - $244.99 $2.22 Million - $2.57 Million	10,482 Added 25.25%	51,988 $12.3 Million
Q4 2020 Feb 05, 2021	BUY	$202.33 - $224.96 $663,237 - $737,418	3,278 Added 8.57%	41,506 $9.23 Million
Q3 2020 Oct 29, 2020	BUY	$200.39 - $231.65 $2.03 Million - $2.34 Million	10,123 Added 36.02%	38,228 $8.04 Million
Q2 2020 Jul 31, 2020	SELL	$152.11 - $203.51 $55,368 - $74,077	-364 Reduced 1.28%	28,105 $5.72 Million
Q1 2020 Apr 21, 2020	SELL	$135.42 - $188.7 $6.06 Million - $8.44 Million	-44,749 Reduced 61.12%	28,469 $4.49 Million
Q4 2019 Feb 21, 2020	SELL	$134.65 - $158.96 $43,357 - $51,185	-322 Reduced 0.44%	73,218 $11.5 Million
Q3 2019 Nov 06, 2019	BUY	$132.21 - $141.34 $1.53 Million - $1.63 Million	11,564 Added 18.66%	73,540 $10.2 Million
Q2 2019 Aug 06, 2019	BUY	$119.02 - $137.78 $1.32 Million - $1.53 Million	11,075 Added 21.76%	61,976 $8.3 Million
Q1 2019 Apr 24, 2019	BUY	$97.4 - $120.22 $231,227 - $285,402	2,374 Added 4.89%	50,901 $6 Million
Q4 2018 Feb 12, 2019	BUY	$94.13 - $115.61 $4.57 Million - $5.61 Million	48,527 New	48,527 $4.93 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 $3.25T
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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Insight Wealth Strategies, LLC Microsoft Corp Transaction History