Key Client Fiduciary Advisors, LLC Microsoft Corp Transaction History

Key Client Fiduciary Advisors, LLC

$196 Million
Q1 2025

A detailed history of Key Client Fiduciary Advisors, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 16,937 shares of MSFT stock, worth $8.13 Million. This represents 3.24% of its overall portfolio holdings.

Number of Shares

16,937

Previous 23,849 28.98%

Holding current value

$8.13 Million

Previous $10.1 Million 36.76%

% of portfolio

3.24%

Previous 4.95%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$375.39 - $447.2 $2.59 Million - $3.09 Million	-6,912 Reduced 28.98%	16,937 $6.36 Million
Q4 2024 Jan 17, 2025	SELL	$406.35 - $454.46 $50,387 - $56,353	-124 Reduced 0.52%	23,849 $10.1 Million
Q3 2024 Oct 18, 2024	BUY	$395.15 - $467.56 $100,368 - $118,760	254 Added 1.07%	23,973 $10.3 Million
Q2 2024 Jul 16, 2024	SELL	$389.33 - $452.85 $14,794 - $17,208	-38 Reduced 0.16%	23,719 $10.6 Million
Q1 2024 Apr 15, 2024	SELL	$367.75 - $429.37 $50,381 - $58,823	-137 Reduced 0.57%	23,757 $10 Million
Q4 2023 Jan 09, 2024	SELL	$313.39 - $382.7 $377,321 - $460,770	-1,204 Reduced 4.8%	23,894 $8.99 Million
Q3 2023 Nov 14, 2023	BUY	$312.14 - $359.49 $353,342 - $406,942	1,132 Added 4.72%	25,098 $7.92 Million
Q2 2023 Jul 13, 2023	SELL	$275.42 - $348.1 $550 - $696	-2 Reduced 0.01%	23,966 $8.16 Million
Q1 2023 Apr 25, 2023	SELL	$222.31 - $288.3 $4,890 - $6,342	-22 Reduced 0.09%	23,968 $6.91 Million
Q4 2022 Jan 17, 2023	BUY	$214.25 - $257.22 $1.52 Million - $1.82 Million	7,075 Added 41.83%	23,990 $0
Q3 2022 Oct 12, 2022	BUY	$232.9 - $293.47 $184,223 - $232,134	791 Added 4.91%	16,915 $3.94 Million
Q2 2022 Jul 19, 2022	BUY	$242.26 - $314.97 $100,537 - $130,712	415 Added 2.64%	16,124 $4.14 Million
Q1 2022 Apr 18, 2022	BUY	$275.85 - $334.75 $1.48 Million - $1.8 Million	5,374 Added 52.0%	15,709 $4.84 Million
Q4 2021 Mar 01, 2022	BUY	$283.11 - $343.11 $2.93 Million - $3.55 Million	10,335 New	10,335 $3.48 Million

Others Institutions Holding MSFT

# of Institutions

6,487

Shares Held

5.17B

Call Options Held

74.6M

Put Options Held

78.8M

View Full List

About MICROSOFT CORP

Ticker MSFT
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 7,454,470,144
Market Cap $3.58T
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Key Client Fiduciary Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Key Client Fiduciary Advisors, LLC with notifications on news.

Account

Key Client Fiduciary Advisors, LLC Microsoft Corp Transaction History