A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 50,489 shares of MSFT stock, worth $21 Million. This represents 11.7% of its overall portfolio holdings.

Number of Shares
50,489
Previous 51,409 1.79%
Holding current value
$21 Million
Previous $23 Million 5.47%
% of portfolio
11.7%
Previous 13.02%

Shares

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

Nov 14, 2024

SELL
$395.15 - $467.56 $363,538 - $430,155
-920 Reduced 1.79%
50,489 $21.7 Million
Q2 2024

Aug 12, 2024

SELL
$389.33 - $452.85 $357,404 - $415,716
-918 Reduced 1.75%
51,409 $23 Million
Q1 2024

May 10, 2024

SELL
$367.75 - $429.37 $173,945 - $203,092
-473 Reduced 0.9%
52,327 $22 Million
Q4 2023

Feb 09, 2024

BUY
$313.39 - $382.7 $184,273 - $225,027
588 Added 1.13%
52,800 $19.9 Million
Q3 2023

Nov 09, 2023

SELL
$312.14 - $359.49 $191,341 - $220,367
-613 Reduced 1.16%
52,212 $16.5 Million
Q2 2023

Aug 10, 2023

SELL
$275.42 - $348.1 $405,693 - $512,751
-1,473 Reduced 2.71%
52,825 $18 Million
Q1 2023

May 11, 2023

SELL
$222.31 - $288.3 $63,580 - $82,453
-286 Reduced 0.52%
54,298 $15.7 Million
Q4 2022

Feb 14, 2023

BUY
$214.25 - $257.22 $60,204 - $72,278
281 Added 0.52%
54,584 $13.1 Million
Q3 2022

Nov 08, 2022

BUY
$232.9 - $293.47 $62,184 - $78,356
267 Added 0.49%
54,303 $12.6 Million
Q2 2022

Aug 11, 2022

SELL
$242.26 - $314.97 $169,339 - $220,164
-699 Reduced 1.28%
54,036 $13.9 Million
Q1 2022

May 12, 2022

SELL
$275.85 - $334.75 $823,963 - $999,898
-2,987 Reduced 5.17%
54,735 $16.9 Million
Q4 2021

Feb 11, 2022

BUY
$283.11 - $343.11 $61,717 - $74,797
218 Added 0.38%
57,722 $19.4 Million
Q3 2021

Nov 10, 2021

BUY
$271.6 - $305.22 $543 - $610
2 Added 0.0%
57,504 $16.2 Million
Q2 2021

Aug 12, 2021

BUY
$239.0 - $271.4 $323,367 - $367,204
1,353 Added 2.41%
57,502 $15.6 Million
Q1 2021

May 11, 2021

BUY
$212.25 - $244.99 $37,780 - $43,608
178 Added 0.32%
56,149 $13.2 Million
Q4 2020

Feb 11, 2021

BUY
$202.33 - $224.96 $62,317 - $69,287
308 Added 0.55%
55,971 $12.4 Million
Q3 2020

Nov 12, 2020

SELL
$200.39 - $231.65 $165,722 - $191,574
-827 Reduced 1.46%
55,663 $11.7 Million
Q2 2020

Aug 10, 2020

BUY
$152.11 - $203.51 $10,495 - $14,042
69 Added 0.12%
56,490 $11.5 Million
Q1 2020

May 07, 2020

BUY
$135.42 - $188.7 $486,428 - $677,810
3,592 Added 6.8%
56,421 $8.9 Million
Q4 2019

Feb 10, 2020

BUY
$134.65 - $158.96 $678,501 - $800,999
5,039 Added 10.54%
52,829 $8.33 Million
Q3 2019

Nov 12, 2019

BUY
$132.21 - $141.34 $461,280 - $493,135
3,489 Added 7.88%
47,790 $6.64 Million
Q2 2019

Aug 12, 2019

BUY
$119.02 - $137.78 $830,878 - $961,842
6,981 Added 18.71%
44,301 $5.94 Million
Q1 2019

May 10, 2019

BUY
$97.4 - $120.22 $566,381 - $699,079
5,815 Added 18.46%
37,320 $4.4 Million
Q4 2018

Feb 11, 2019

BUY
$94.13 - $115.61 $122,369 - $150,293
1,300 Added 4.3%
31,505 $3.2 Million
Q3 2018

Nov 13, 2018

BUY
$99.05 - $114.67 $29,814 - $34,515
301 Added 1.01%
30,205 $3.45 Million
Q2 2018

Aug 09, 2018

BUY
$88.52 - $102.49 $405,067 - $468,994
4,576 Added 18.07%
29,904 $2.95 Million
Q1 2018

May 08, 2018

BUY
$85.01 - $96.77 $51,771 - $58,932
609 Added 2.46%
25,328 $2.31 Million
Q4 2017

Feb 09, 2018

BUY
$74.26 - $86.85 $44,778 - $52,370
603 Added 2.5%
24,719 $2.11 Million
Q3 2017

Nov 09, 2017

BUY
$71.41 - $75.44 $1.72 Million - $1.82 Million
24,116
24,116 $1.8 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 $3.1T
  • 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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