A detailed history of Ivc Wealth Advisors LLC transactions in Microsoft Corp stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 3,237 shares of MSFT stock, worth $1.34 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
3,237
Previous 3,070 5.44%
Holding current value
$1.34 Million
Previous $1.37 Million 1.46%
% of portfolio
0.77%
Previous 0.77%

Shares

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

Oct 24, 2024

BUY
$395.15 - $467.56 $65,990 - $78,082
167 Added 5.44%
3,237 $1.39 Million
Q2 2024

Jul 16, 2024

BUY
$389.33 - $452.85 $43,604 - $50,719
112 Added 3.79%
3,070 $1.37 Million
Q1 2024

Apr 19, 2024

SELL
$367.75 - $429.37 $1,471 - $1,717
-4 Reduced 0.14%
2,958 $1.24 Million
Q4 2023

Jan 10, 2024

BUY
$313.39 - $382.7 $16,296 - $19,900
52 Added 1.79%
2,962 $1.11 Million
Q3 2023

Oct 05, 2023

BUY
$312.14 - $359.49 $4,994 - $5,751
16 Added 0.55%
2,910 $918,000
Q2 2023

Jul 13, 2023

BUY
$275.42 - $348.1 $39,660 - $50,126
144 Added 5.24%
2,894 $985,000
Q1 2023

Apr 13, 2023

SELL
$222.31 - $288.3 $7,336 - $9,513
-33 Reduced 1.19%
2,750 $792,000
Q4 2022

Jan 17, 2023

SELL
$214.25 - $257.22 $2,785 - $3,343
-13 Reduced 0.46%
2,783 $0
Q3 2022

Oct 12, 2022

BUY
$232.9 - $293.47 $3,493 - $4,402
15 Added 0.54%
2,796 $651,000
Q2 2022

Jul 11, 2022

BUY
$242.26 - $314.97 $57,415 - $74,647
237 Added 9.32%
2,781 $714,000
Q1 2022

Apr 27, 2022

BUY
$275.85 - $334.75 $75,582 - $91,721
274 Added 12.07%
2,544 $784,000
Q4 2021

Jan 13, 2022

SELL
$283.11 - $343.11 $1,415 - $1,715
-5 Reduced 0.22%
2,270 $763,000
Q3 2021

Oct 08, 2021

BUY
$271.6 - $305.22 $11,135 - $12,514
41 Added 1.84%
2,275 $641,000
Q2 2021

Jul 13, 2021

SELL
$239.0 - $271.4 $22,705 - $25,782
-95 Reduced 4.08%
2,234 $605,000
Q1 2021

Apr 20, 2021

BUY
$212.25 - $244.99 $212 - $244
1 Added 0.04%
2,329 $549,000
Q4 2020

Feb 01, 2021

BUY
$202.33 - $224.96 $471,024 - $523,706
2,328 New
2,328 $518,000

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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