Inspirion Wealth Advisors, LLC Microsoft Corp Transaction History

Inspirion Wealth Advisors, LLC

$713 Million
Q1 2025

A detailed history of Inspirion Wealth Advisors, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 5,873 shares of MSFT stock, worth $2.28 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

5,873

Previous 5,606 4.76%

Holding current value

$2.28 Million

Previous $2.36 Million 6.69%

% of portfolio

0.31%

Previous 0.33%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$375.39 - $447.2 $100,229 - $119,402	267 Added 4.76%	5,873 $2.2 Million
Q4 2024 Jan 14, 2025	SELL	$406.35 - $454.46 $5,688 - $6,362	-14 Reduced 0.25%	5,606 $2.36 Million
Q3 2024 Oct 04, 2024	BUY	$395.15 - $467.56 $72,312 - $85,563	183 Added 3.37%	5,620 $2.42 Million
Q2 2024 Jul 12, 2024	BUY	$389.33 - $452.85 $140,158 - $163,026	360 Added 7.09%	5,437 $2.43 Million
Q1 2024 Apr 12, 2024	SELL	$367.75 - $429.37 $85,318 - $99,613	-232 Reduced 4.37%	5,077 $2.14 Million
Q4 2023 Jan 10, 2024	BUY	$313.39 - $382.7 $35,413 - $43,245	113 Added 2.17%	5,309 $2 Million
Q3 2023 Oct 13, 2023	BUY	$312.14 - $359.49 $46,508 - $53,564	149 Added 2.95%	5,196 $1.64 Million
Q2 2023 Jul 20, 2023	BUY	$275.42 - $348.1 $229,975 - $290,663	835 Added 19.82%	5,047 $1.72 Million
Q1 2023 Apr 07, 2023	SELL	$222.31 - $288.3 $6,446 - $8,360	-29 Reduced 0.68%	4,212 $1.21 Million
Q4 2022 Jan 18, 2023	BUY	$214.25 - $257.22 $642 - $771	3 Added 0.07%	4,241 $0
Q3 2022 Oct 18, 2022	BUY	$232.9 - $293.47 $13,508 - $17,021	58 Added 1.39%	4,238 $987,000
Q2 2022 Jul 27, 2022	BUY	$242.26 - $314.97 $83,337 - $108,349	344 Added 8.97%	4,180 $1.07 Million
Q1 2022 Apr 14, 2022	BUY	$275.85 - $334.75 $226,197 - $274,495	820 Added 27.19%	3,836 $1.18 Million
Q4 2021 Jan 21, 2022	BUY	$283.11 - $343.11 $5,662 - $6,862	20 Added 0.67%	3,016 $1.02 Million
Q3 2021 Oct 08, 2021	BUY	$271.6 - $305.22 $5,975 - $6,714	22 Added 0.74%	2,996 $844,000
Q2 2021 Jul 16, 2021	SELL	$239.0 - $271.4 $113,525 - $128,914	-475 Reduced 13.77%	2,974 $806,000
Q1 2021 Apr 15, 2021	BUY	$212.25 - $244.99 $65,160 - $75,211	307 Added 9.77%	3,449 $813,000
Q4 2020 Jan 22, 2021	BUY	$202.33 - $224.96 $29,135 - $32,394	144 Added 4.8%	3,142 $699,000
Q3 2020 Oct 14, 2020	BUY	$200.39 - $231.65 $400 - $463	2 Added 0.07%	2,998 $630,000
Q2 2020 Jul 09, 2020	BUY	$152.11 - $203.51 $15,819 - $21,165	104 Added 3.6%	2,996 $610,000
Q1 2020 Apr 23, 2020	BUY	$135.42 - $188.7 $133,659 - $186,246	987 Added 51.81%	2,892 $456,000
Q3 2019 Oct 22, 2019	SELL	$132.21 - $141.34 $3,966 - $4,240	-30 Reduced 1.55%	1,905 $265,000
Q1 2019 Apr 16, 2019	BUY	$97.4 - $120.22 $188,469 - $232,625	1,935 New	1,935 $228,000
Q4 2018 Jan 22, 2019	SELL	$94.13 - $115.61 $182,141 - $223,705	-1,935 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$99.05 - $114.67 $191,661 - $221,886	1,935 New	1,935 $221,000

Others Institutions Holding MSFT

# of Institutions

6,456

Shares Held

5.15B

Call Options Held

88.5M

Put Options Held

95.5M

View Full List

About MICROSOFT CORP

Ticker MSFT
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 7,454,470,144
Market Cap $2.89T
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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Inspirion Wealth Advisors, LLC Microsoft Corp Transaction History