A detailed history of Intergy Private Wealth, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 2,342 shares of MSFT stock, worth $995,982. This represents 0.44% of its overall portfolio holdings.

Number of Shares
2,342
Previous 2,163 8.28%
Holding current value
$995,982
Previous $910,000 14.95%
% of portfolio
0.44%
Previous 0.38%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

BUY
$389.33 - $452.85 $69,690 - $81,060
179 Added 8.28%
2,342 $1.05 Million
Q1 2024

Apr 24, 2024

BUY
$367.75 - $429.37 $12,503 - $14,598
34 Added 1.6%
2,163 $910,000
Q4 2023

Jan 11, 2024

SELL
$313.39 - $382.7 $12,535 - $15,308
-40 Reduced 1.84%
2,129 $800,000
Q3 2023

Oct 19, 2023

BUY
$312.14 - $359.49 $32,150 - $37,027
103 Added 4.99%
2,169 $684,000
Q2 2023

Aug 11, 2023

BUY
$275.42 - $348.1 $123,663 - $156,296
449 Added 27.77%
2,066 $703,000
Q1 2023

May 03, 2023

BUY
$222.31 - $288.3 $101,151 - $131,176
455 Added 39.16%
1,617 $466,000
Q4 2022

Jan 18, 2023

BUY
$214.25 - $257.22 $248,958 - $298,889
1,162 New
1,162 $0

Others Institutions Holding MSFT

About MICROSOFT CORP


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