A detailed history of Jfs Wealth Advisors, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 20,506 shares of MSFT stock, worth $8.83 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
20,506
Previous 10,578 93.86%
Holding current value
$8.83 Million
Previous $4.73 Million 86.63%
% of portfolio
0.59%
Previous 0.37%

Shares

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

Oct 25, 2024

BUY
$395.15 - $467.56 $3.92 Million - $4.64 Million
9,928 Added 93.86%
20,506 $8.82 Million
Q2 2024

Jul 15, 2024

SELL
$389.33 - $452.85 $166,243 - $193,366
-427 Reduced 3.88%
10,578 $4.73 Million
Q1 2024

Apr 30, 2024

SELL
$367.75 - $429.37 $149,674 - $174,753
-407 Reduced 3.57%
11,005 $4.63 Million
Q4 2023

Feb 07, 2024

BUY
$313.39 - $382.7 $112,507 - $137,389
359 Added 3.25%
11,412 $4.29 Million
Q3 2023

Nov 02, 2023

BUY
$312.14 - $359.49 $180,416 - $207,785
578 Added 5.52%
11,053 $3.49 Million
Q2 2023

Aug 07, 2023

SELL
$275.42 - $348.1 $36,630 - $46,297
-133 Reduced 1.25%
10,475 $3.57 Million
Q1 2023

Apr 19, 2023

SELL
$222.31 - $288.3 $35,347 - $45,839
-159 Reduced 1.48%
10,608 $3.06 Million
Q4 2022

Feb 13, 2023

SELL
$214.25 - $257.22 $655,390 - $786,835
-3,059 Reduced 22.12%
10,767 $2.58 Million
Q3 2022

Oct 21, 2022

SELL
$232.9 - $293.47 $139,041 - $175,201
-597 Reduced 4.14%
13,826 $3.22 Million
Q2 2022

Aug 02, 2022

BUY
$242.26 - $314.97 $251,223 - $326,623
1,037 Added 7.75%
14,423 $3.7 Million
Q1 2022

May 02, 2022

SELL
$275.85 - $334.75 $15,999 - $19,415
-58 Reduced 0.43%
13,386 $4.13 Million
Q4 2021

Feb 03, 2022

BUY
$283.11 - $343.11 $508,748 - $616,568
1,797 Added 15.43%
13,444 $4.52 Million
Q3 2021

Nov 09, 2021

BUY
$271.6 - $305.22 $1.64 Million - $1.84 Million
6,042 Added 107.8%
11,647 $3.28 Million
Q2 2021

Aug 04, 2021

BUY
$239.0 - $271.4 $100,619 - $114,259
421 Added 8.12%
5,605 $1.52 Million
Q1 2021

Apr 28, 2021

SELL
$212.25 - $244.99 $29,715 - $34,298
-140 Reduced 2.63%
5,184 $1.22 Million
Q4 2020

Feb 01, 2021

BUY
$202.33 - $224.96 $158,829 - $176,593
785 Added 17.29%
5,324 $1.18 Million
Q3 2020

Oct 28, 2020

SELL
$200.39 - $231.65 $91,177 - $105,400
-455 Reduced 9.11%
4,539 $955,000
Q2 2020

Aug 05, 2020

BUY
$152.11 - $203.51 $12,473 - $16,687
82 Added 1.67%
4,994 $1.02 Million
Q1 2020

Apr 29, 2020

BUY
$135.42 - $188.7 $121,742 - $169,641
899 Added 22.4%
4,912 $775,000
Q4 2019

Feb 03, 2020

SELL
$134.65 - $158.96 $28,276 - $33,381
-210 Reduced 4.97%
4,013 $633,000
Q3 2019

Oct 31, 2019

BUY
$132.21 - $141.34 $13,353 - $14,275
101 Added 2.45%
4,223 $587,000
Q2 2019

Aug 06, 2019

SELL
$119.02 - $137.78 $202,334 - $234,226
-1,700 Reduced 29.2%
4,122 $552,000
Q1 2019

Apr 23, 2019

SELL
$97.4 - $120.22 $19,967 - $24,645
-205 Reduced 3.4%
5,822 $687,000
Q4 2018

Jan 28, 2019

BUY
$94.13 - $115.61 $8,189 - $10,058
87 Added 1.46%
6,027 $612,000
Q3 2018

Nov 09, 2018

SELL
$99.05 - $114.67 $2,377 - $2,752
-24 Reduced 0.4%
5,940 $679,000
Q2 2018

Jul 26, 2018

BUY
$88.52 - $102.49 $2,301 - $2,664
26 Added 0.44%
5,964 $588,000
Q1 2018

Apr 26, 2018

SELL
$85.01 - $96.77 $1,275 - $1,451
-15 Reduced 0.25%
5,938 $542,000
Q4 2017

Jan 31, 2018

SELL
$74.26 - $86.85 $16,411 - $19,193
-221 Reduced 3.58%
5,953 $509,000
Q3 2017

Oct 20, 2017

BUY
$71.41 - $75.44 $440,885 - $465,766
6,174
6,174 $460,000

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.21T
  • 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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