A detailed history of Legacy Wealth Planning, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 5,627 shares of MSFT stock, worth $2.35 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares
5,627
Previous 5,680 0.93%
Holding current value
$2.35 Million
Previous $1.46 Million 10.14%
% of portfolio
2.17%
Previous 2.09%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022

SELL
$232.9 - $293.47 $12,343 - $15,553
-53 Reduced 0.93%
5,627 $1.31 Million
Q2 2022

Jul 26, 2022

SELL
$242.26 - $314.97 $318,814 - $414,500
-1,316 Reduced 18.81%
5,680 $1.46 Million
Q1 2022

May 10, 2022

BUY
$275.85 - $334.75 $57,652 - $69,962
209 Added 3.08%
6,996 $2.16 Million
Q4 2021

Feb 14, 2022

SELL
$283.11 - $343.11 $239,227 - $289,927
-845 Reduced 11.07%
6,787 $2.28 Million
Q3 2021

Nov 12, 2021

BUY
$271.6 - $305.22 $12,765 - $14,345
47 Added 0.62%
7,632 $2.15 Million
Q2 2021

Aug 16, 2021

SELL
$239.0 - $271.4 $3,107 - $3,528
-13 Reduced 0.17%
7,585 $2.06 Million
Q1 2021

May 06, 2021

BUY
$212.25 - $244.99 $4,881 - $5,634
23 Added 0.3%
7,598 $1.79 Million
Q4 2020

Feb 12, 2021

SELL
$202.33 - $224.96 $4,248 - $4,724
-21 Reduced 0.28%
7,575 $1.69 Million
Q3 2020

Nov 03, 2020

BUY
$200.39 - $231.65 $73,743 - $85,247
368 Added 5.09%
7,596 $1.6 Million
Q2 2020

Aug 17, 2020

BUY
$152.11 - $203.51 $926,045 - $1.24 Million
6,088 Added 534.04%
7,228 $1.47 Million
Q1 2020

May 18, 2020

SELL
$135.42 - $188.7 $824,301 - $1.15 Million
-6,087 Reduced 84.23%
1,140 $1.14 Million
Q1 2020

May 18, 2020

BUY
$135.42 - $188.7 $63,647 - $88,689
470 Added 6.96%
7,227 $1.14 Million
Q4 2019

Feb 12, 2020

BUY
$134.65 - $158.96 $909,830 - $1.07 Million
6,757 New
6,757 $1.07 Million

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.11T
  • 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 Legacy Wealth Planning, LLC Portfolio

Follow Legacy Wealth Planning, 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 Legacy Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Planning, LLC with notifications on news.