A detailed history of Investments & Financial Planning, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 586 shares of MSFT stock, worth $241,941. This represents 0.16% of its overall portfolio holdings.

Number of Shares
586
Previous 585 0.17%
Holding current value
$241,941
Previous $261,000 3.45%
% of portfolio
0.16%
Previous 0.18%

Shares

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

Oct 15, 2024

BUY
$395.15 - $467.56 $395 - $467
1 Added 0.17%
586 $252,000
Q4 2023

Jan 18, 2024

BUY
$313.39 - $382.7 $183,333 - $223,879
585 New
585 $219,000
Q1 2023

May 02, 2023

SELL
$222.31 - $288.3 $44,017 - $57,083
-198 Reduced 21.83%
709 $204,000
Q4 2022

Feb 28, 2023

SELL
$214.25 - $257.22 $34,922 - $41,926
-163 Reduced 15.23%
907 $217,000
Q2 2022

Aug 11, 2022

BUY
$242.26 - $314.97 $71,951 - $93,546
297 Added 38.42%
1,070 $275,000
Q1 2022

May 09, 2022

BUY
$275.85 - $334.75 $213,232 - $258,761
773 New
773 $238,000

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.08T
  • 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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