A detailed history of Instrumental Wealth, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Instrumental Wealth, LLC holds 2,646 shares of MSFT stock, worth $1.14 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
2,646
Previous 2,439 8.49%
Holding current value
$1.14 Million
Previous $1.02 Billion 8.67%
% of portfolio
1.08%
Previous 1.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$395.15 - $467.56 $81,796 - $96,784
207 Added 8.49%
2,646 $1.11 Billion
Q2 2024

Jul 26, 2024

SELL
$389.33 - $452.85 $23,359 - $27,171
-60 Reduced 2.4%
2,439 $1.02 Billion
Q1 2024

May 29, 2024

BUY
$367.75 - $429.37 $49,646 - $57,964
135 Added 5.71%
2,499 $1.08 Billion
Q4 2023

Jan 25, 2024

BUY
$313.39 - $382.7 $47,008 - $57,405
150 Added 6.78%
2,364 $952 Million
Q3 2023

Oct 18, 2023

BUY
$312.14 - $359.49 $189,781 - $218,569
608 Added 37.86%
2,214 $735 Million
Q2 2023

Jul 13, 2023

SELL
$275.42 - $348.1 $15,423 - $19,493
-56 Reduced 3.37%
1,606 $541 Million
Q1 2023

May 04, 2023

BUY
$222.31 - $288.3 $369,479 - $479,154
1,662 New
1,662 $506 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 $3.21T
  • 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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