Legacy Wealth Management, LLC / Ms Microsoft Corp Transaction History

Legacy Wealth Management, LLC / Ms

$306 Billion
Q1 2025

A detailed history of Legacy Wealth Management, LLC / Ms transactions in Microsoft Corp stock. As of the latest transaction made, Legacy Wealth Management, LLC / Ms holds 52,875 shares of MSFT stock, worth $20.9 Million. This represents 6.49% of its overall portfolio holdings.

Number of Shares

52,875

Previous 43,975 20.24%

Holding current value

$20.9 Million

Previous $18.5 Billion 7.09%

% of portfolio

6.49%

Previous 7.36%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 02, 2025	BUY	$375.39 - $447.2 $3.34 Million - $3.98 Million	8,900 Added 20.24%	52,875 $19.8 Billion
Q4 2024 Jan 06, 2025	SELL	$406.35 - $454.46 $373,842 - $418,103	-920 Reduced 2.05%	43,975 $18.5 Billion
Q3 2024 Dec 12, 2024	BUY	$395.15 - $467.56 $763,824 - $903,793	1,933 Added 4.5%	44,895 $19.3 Billion
Q2 2024 Dec 12, 2024	SELL	$389.33 - $452.85 $48,666 - $56,606	-125 Reduced 0.29%	42,962 $19.2 Billion
Q4 2023 Dec 12, 2024	SELL	$313.39 - $382.7 $47,008 - $57,405	-150 Reduced 0.35%	43,087 $16.2 Billion
Q3 2023 Dec 12, 2024	SELL	$312.14 - $359.49 $128,601 - $148,109	-412 Reduced 0.94%	43,237 $13.7 Billion
Q2 2023 Dec 12, 2024	SELL	$275.42 - $348.1 $24,512 - $30,980	-89 Reduced 0.2%	43,649 $14.9 Billion
Q1 2023 Dec 12, 2024	SELL	$222.31 - $288.3 $11,115 - $14,415	-50 Reduced 0.11%	43,738 $12.6 Billion
Q4 2022 Dec 12, 2024	SELL	$214.25 - $257.22 $153,188 - $183,912	-715 Reduced 1.61%	43,788 $10.5 Billion
Q3 2022 Dec 12, 2024	SELL	$232.9 - $293.47 $69,870 - $88,041	-300 Reduced 0.67%	44,503 $10.4 Billion
Q2 2022 Dec 12, 2024	BUY	$242.26 - $314.97 $769,175 - $1 Million	3,175 Added 7.63%	44,803 $11.5 Billion
Q1 2022 Dec 12, 2024	BUY	$275.85 - $334.75 $63,445 - $76,992	230 Added 0.56%	41,628 $12.8 Billion
Q4 2021 Dec 12, 2024	BUY	$283.11 - $343.11 $7,077 - $8,577	25 Added 0.06%	41,398 $13.9 Billion
Q2 2021 Dec 12, 2024	BUY	$239.0 - $271.4 $38,240 - $43,424	160 Added 0.39%	41,373 $11.2 Billion
Q1 2021 Dec 12, 2024	BUY	$212.25 - $244.99 $251,091 - $289,823	1,183 Added 2.96%	41,213 $9.72 Billion
Q4 2020 Dec 12, 2024	BUY	$202.33 - $224.96 $1.65 Million - $1.83 Million	8,135 Added 25.51%	40,030 $8.9 Billion
Q3 2020 Dec 12, 2024	BUY	$200.39 - $231.65 $121,035 - $139,916	604 Added 1.93%	31,895 $6.71 Billion
Q2 2020 Dec 12, 2024	BUY	$152.11 - $203.51 $129,141 - $172,779	849 Added 2.79%	31,291 $6.37 Billion
Q1 2020 Dec 12, 2024	BUY	$135.42 - $188.7 $470,855 - $656,109	3,477 Added 12.89%	30,442 $4.8 Billion
Q4 2019 Dec 12, 2024	BUY	$134.65 - $158.96 $3.63 Million - $4.29 Million	26,965 New	26,965 $4.25 Billion

Others Institutions Holding MSFT

# of Institutions

6,485

Shares Held

5.15B

Call Options Held

88.6M

Put Options Held

95.7M

View Full List

About MICROSOFT CORP

Ticker MSFT
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 7,454,470,144
Market Cap $2.95T
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 ...

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Legacy Wealth Management, LLC / Ms Microsoft Corp Transaction History