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 $2.3 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares
5,627
Previous 5,680 0.93%
Holding current value
$2.3 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 $3.04T
  • 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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