Jackson Wealth Management, LLC Microsoft Corp Transaction History

Jackson Wealth Management, LLC

  • $725 Million
  • Q3 2025

A detailed history of Jackson Wealth Management, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 133,767 shares of MSFT stock, worth $69.2 Million. This represents 9.55% of its overall portfolio holdings.

Number of Shares
133,767
Previous 132,422 1.02%
Holding current value
$69.2 Million
Previous $65.9 Million 5.19%
% of portfolio
9.55%
Previous 10.18%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 03, 2025
BUY
$491.09 - $535.64 $660,516 - $720,435
1,345 Added 1.02%
133,767 $69.3 Million
Q2 2025

Jul 21, 2025
SELL
$354.56 - $497.45 $654,163 - $917,795
-1,845 Reduced 1.37%
132,422 $65.9 Million
Q1 2025

Apr 29, 2025
SELL
$375.39 - $447.2 $240,624 - $286,655
-641 Reduced 0.48%
134,267 $50.4 Million
Q4 2024

Jan 27, 2025
BUY
$406.35 - $454.46 $709,487 - $793,487
1,746 Added 1.31%
134,908 $56.9 Million
Q3 2024

Oct 22, 2024
BUY
$395.15 - $467.56 $21.4 Million - $25.3 Million
54,161 Added 68.56%
133,162 $57.3 Million
Q2 2024

Jul 01, 2024
SELL
$389.33 - $452.85 $21.2 Million - $24.7 Million
-54,475 Reduced 40.81%
79,001 $35.3 Million
Q1 2024

Jun 11, 2024
BUY
$367.75 - $429.37 $1.35 Million - $1.57 Million
3,659 Added 2.82%
133,476 $56.2 Million
Q4 2023

Feb 14, 2024
SELL
$313.39 - $382.7 $163,589 - $199,769
-522 Reduced 0.4%
129,817 $48.8 Million
Q3 2023

Nov 14, 2023
SELL
$312.14 - $359.49 $272,186 - $313,475
-872 Reduced 0.66%
130,339 $41.2 Million
Q2 2023

Aug 02, 2023
BUY
$275.42 - $348.1 $36.1 Million - $45.7 Million
131,211 New
131,211 $44.7 Million
Q4 2022

Feb 10, 2023
SELL
$214.25 - $257.22 $3.6 Million - $4.32 Million
-16,791 Reduced 12.03%
122,779 $29.4 Million
Q3 2022

Nov 14, 2022
BUY
$232.9 - $293.47 $18.7 Million - $23.6 Million
80,398 Added 135.87%
139,570 $32.5 Million
Q2 2022

Aug 01, 2022
SELL
$242.26 - $314.97 $22.1 Million - $28.7 Million
-91,234 Reduced 60.66%
59,172 $15.2 Million
Q1 2022

May 05, 2022
SELL
$275.85 - $334.75 $7.86 Million - $9.54 Million
-28,486 Reduced 15.92%
150,406 $46.4 Million
Q4 2021

Feb 09, 2022
BUY
$283.11 - $343.11 $1.88 Million - $2.28 Million
6,641 Added 3.86%
178,892 $60.2 Million
Q3 2021

Dec 10, 2021
BUY
$271.6 - $305.22 $3.57 Million - $4.01 Million
13,144 Added 8.26%
172,251 $291,000
Q2 2021

Aug 03, 2021
BUY
$239.0 - $271.4 $1.12 Million - $1.27 Million
4,687 Added 3.04%
159,107 $43.1 Million
Q1 2021

Apr 12, 2021
BUY
$212.25 - $244.99 $2.18 Million - $2.52 Million
10,281 Added 7.13%
154,420 $36.4 Million
Q4 2020

Feb 02, 2021
BUY
$202.33 - $224.96 $4.19 Million - $4.66 Million
20,704 Added 16.77%
144,139 $32.1 Million
Q3 2020

Oct 13, 2020
BUY
$200.39 - $231.65 $1.05 Million - $1.21 Million
5,239 Added 4.43%
123,435 $26 Million
Q2 2020

Jul 27, 2020
BUY
$152.11 - $203.51 $876,609 - $1.17 Million
5,763 Added 5.13%
118,196 $24.1 Million
Q1 2020

May 13, 2020
SELL
$135.42 - $188.7 $2.22 Million - $3.09 Million
-16,392 Reduced 12.72%
112,433 $21 Million
Q4 2019

Feb 04, 2020
BUY
$134.65 - $158.96 $763,196 - $900,985
5,668 Added 4.6%
128,825 $21.3 Million
Q3 2019

Nov 07, 2019
BUY
$132.21 - $141.34 $3.78 Million - $4.04 Million
28,588 Added 30.23%
123,157 $17.1 Million
Q2 2019

Jul 12, 2019
BUY
$119.02 - $137.78 $211,855 - $245,248
1,780 Added 1.92%
94,569 $13 Million
Q1 2019

May 09, 2019
BUY
$97.4 - $120.22 $40,908 - $50,492
420 Added 0.45%
92,789 $10.9 Million
Q4 2018

Jan 24, 2019
SELL
$94.13 - $115.61 $801,705 - $984,650
-8,517 Reduced 8.44%
92,369 $9 Million
Q3 2018

Nov 14, 2018
BUY
$99.05 - $114.67 $181,162 - $209,731
1,829 Added 1.85%
100,886 $11.5 Million
Q2 2018

Aug 08, 2018
SELL
$88.52 - $102.49 $121,715 - $140,923
-1,375 Reduced 1.37%
99,057 $11 Million
Q1 2018

May 03, 2018
SELL
$85.01 - $96.77 $633,324 - $720,936
-7,450 Reduced 6.91%
100,432 $9.27 Million
Q4 2017

Feb 05, 2018
BUY
$74.26 - $86.85 $1.69 Million - $1.98 Million
22,745 Added 26.72%
107,882 $9.52 Million
Q3 2017

Nov 09, 2017
BUY
$71.41 - $75.44 $266,573 - $281,617
3,733 Added 4.59%
85,137 $6.5 Million
Q2 2017

Aug 10, 2017
BUY
N/A
81,404
81,404 $5.91 Million

Others Institutions Holding MSFT

# of Institutions
6,660
Shares Held
6.03B
Call Options Held
95.5M
Put Options Held
79.3M
View Full List

About MICROSOFT CORP

MSFT Quotes by TradingView
  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.86T
  • 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 Jackson Wealth Management, LLC Portfolio

Follow Jackson Wealth Management, 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 Jackson Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jackson Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email