A detailed history of Kingswood Wealth Advisors, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 120,980 shares of MSFT stock, worth $50.8 Million. This represents 3.71% of its overall portfolio holdings.

Number of Shares
120,980
Previous 106,304 13.81%
Holding current value
$50.8 Million
Previous $47.5 Billion 9.54%
% of portfolio
3.71%
Previous 4.28%

Shares

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

Oct 21, 2024

BUY
$395.15 - $467.56 $5.8 Million - $6.86 Million
14,676 Added 13.81%
120,980 $52 Billion
Q2 2024

Jul 09, 2024

BUY
$389.33 - $452.85 $9.08 Million - $10.6 Million
23,312 Added 28.09%
106,304 $47.5 Billion
Q1 2024

Apr 15, 2024

SELL
$367.75 - $429.37 $4.51 Million - $5.26 Million
-12,257 Reduced 12.87%
82,992 $34.9 Billion
Q4 2023

Jan 16, 2024

BUY
$313.39 - $382.7 $19.9 Million - $24.3 Million
63,372 Added 198.8%
95,249 $35.8 Billion
Q3 2023

Oct 23, 2023

SELL
$312.14 - $359.49 $1.32 Million - $1.52 Million
-4,238 Reduced 11.73%
31,877 $27.5 Billion
Q2 2023

Aug 09, 2023

BUY
$275.42 - $348.1 $9.95 Million - $12.6 Million
36,115 New
36,115 $12.3 Billion

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
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