Lowe Wealth Advisors, LLC Microsoft Corp Transaction History

Lowe Wealth Advisors, LLC

$213 Million
Q1 2024

A detailed history of Lowe Wealth Advisors, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 2,749 shares of MSFT stock, worth $1.29 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

2,749

Previous 2,679 2.61%

Holding current value

$1.29 Million

Previous $1.01 Million 14.8%

% of portfolio

0.54%

Previous 0.5%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 08, 2024	BUY	$367.75 - $429.37 $25,742 - $30,055	70 Added 2.61%	2,749 $1.16 Million
Q4 2023 Jan 04, 2024	SELL	$313.39 - $382.7 $48,888 - $59,701	-156 Reduced 5.5%	2,679 $1.01 Million
Q3 2023 Oct 20, 2023	BUY	$312.14 - $359.49 $312 - $359	1 Added 0.04%	2,835 $895,000
Q2 2023 Jul 06, 2023	SELL	$275.42 - $348.1 $2,754 - $3,481	-10 Reduced 0.35%	2,834 $965,000
Q1 2023 Apr 05, 2023	SELL	$222.31 - $288.3 $13,338 - $17,298	-60 Reduced 2.07%	2,844 $819,000

Q4 2022 Jan 17, 2023	BUY	$214.25 - $257.22 $3,856 - $4,629	18 Added 0.62%	2,904 $0
Q3 2022 Oct 06, 2022	BUY	$232.9 - $293.47 $15,138 - $19,075	65 Added 2.3%	2,886 $672,000
Q1 2022 Apr 08, 2022	BUY	$275.85 - $334.75 $275 - $334	1 Added 0.04%	2,821 $870,000
Q1 2021 Apr 06, 2021	BUY	$212.25 - $244.99 $7,216 - $8,329	34 Added 1.22%	2,820 $665,000
Q4 2020 Jan 07, 2021	SELL	$202.33 - $224.96 $29,540 - $32,844	-146 Reduced 4.98%	2,786 $620,000
Q3 2020 Oct 16, 2020	BUY	$200.39 - $231.65 $10,420 - $12,045	52 Added 1.81%	2,932 $617,000
Q2 2020 Jul 08, 2020	BUY	$152.11 - $203.51 $152 - $203	1 Added 0.03%	2,880 $586,000
Q1 2020 Apr 10, 2020	SELL	$135.42 - $188.7 $60,126 - $83,782	-444 Reduced 13.36%	2,879 $454,000
Q4 2019 Jan 15, 2020	BUY	$134.65 - $158.96 $2,693 - $3,179	20 Added 0.61%	3,323 $524,000
Q2 2019 Jul 10, 2019	SELL	$119.02 - $137.78 $2,499 - $2,893	-21 Reduced 0.63%	3,303 $442,000
Q4 2018 Jan 10, 2019	SELL	$94.13 - $115.61 $9,318 - $11,445	-99 Reduced 2.89%	3,324 $338,000
Q2 2018 Jul 12, 2018	BUY	$88.52 - $102.49 $88 - $102	1 Added 0.03%	3,423 $338,000
Q1 2018 Apr 06, 2018	BUY	$85.01 - $96.77 $9,436 - $10,741	111 Added 3.35%	3,422 $312,000
Q4 2017 Jan 18, 2018	BUY	$74.26 - $86.85 $74 - $86	1 Added 0.03%	3,311 $283,000
Q3 2017 Oct 05, 2017	BUY	$71.41 - $75.44 $236,367 - $249,706	3,310	3,310 $247,000

Others Institutions Holding MSFT

# of Institutions

5,655

Shares Held

4.96B

Call Options Held

71.8M

Put Options Held

75.8M

View Full List

About MICROSOFT CORP

Ticker MSFT
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 7,454,470,144
Market Cap $3.49T
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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Lowe Wealth Advisors, LLC Microsoft Corp Transaction History