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 $246,225. This represents 0.16% of its overall portfolio holdings.

Number of Shares
586
Previous 585 0.17%
Holding current value
$246,225
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 $3.13T
  • 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
Track This Portfolio

Track Investments & Financial Planning, LLC Portfolio

Follow Investments & Financial Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Investments & Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Investments & Financial Planning, LLC with notifications on news.