Marks Group Wealth Management, Inc Microsoft Corp Transaction History

Marks Group Wealth Management, Inc

$996 Million
Q1 2025

A detailed history of Marks Group Wealth Management, Inc transactions in Microsoft Corp stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 32,510 shares of MSFT stock, worth $15.3 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

32,510

Previous 32,059 1.41%

Holding current value

$15.3 Million

Previous $13.5 Million 9.69%

% of portfolio

1.23%

Previous 1.4%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$375.39 - $447.2 $169,300 - $201,687	451 Added 1.41%	32,510 $12.2 Million
Q4 2024 Jan 29, 2025	BUY	$406.35 - $454.46 $275,505 - $308,123	678 Added 2.16%	32,059 $13.5 Million
Q3 2024 Oct 30, 2024	BUY	$395.15 - $467.56 $301,104 - $356,280	762 Added 2.49%	31,381 $13.5 Million
Q2 2024 Aug 14, 2024	BUY	$389.33 - $452.85 $56,063 - $65,210	144 Added 0.47%	30,619 $13.7 Million
Q1 2024 Apr 29, 2024	BUY	$367.75 - $429.37 $136,067 - $158,866	370 Added 1.23%	30,475 $12.8 Million
Q4 2023 Feb 01, 2024	BUY	$313.39 - $382.7 $497,349 - $607,344	1,587 Added 5.56%	30,105 $11.3 Million
Q3 2023 Oct 30, 2023	SELL	$312.14 - $359.49 $35,271 - $40,622	-113 Reduced 0.39%	28,518 $9 Million
Q2 2023 Jul 19, 2023	SELL	$275.42 - $348.1 $12,393 - $15,664	-45 Reduced 0.16%	28,631 $9.75 Million
Q1 2023 May 03, 2023	BUY	$222.31 - $288.3 $1.4 Million - $1.81 Million	6,279 Added 28.04%	28,676 $8.27 Million
Q4 2022 Feb 06, 2023	BUY	$214.25 - $257.22 $3.11 Million - $3.73 Million	14,500 Added 183.61%	22,397 $5.37 Million
Q3 2022 Nov 10, 2022	SELL	$232.9 - $293.47 $6,288 - $7,923	-27 Reduced 0.34%	7,897 $1.84 Million
Q2 2022 Aug 09, 2022	BUY	$242.26 - $314.97 $60,565 - $78,742	250 Added 3.26%	7,924 $2.04 Million
Q1 2022 May 10, 2022	BUY	$275.85 - $334.75 $235,024 - $285,207	852 Added 12.49%	7,674 $2.37 Million
Q4 2021 Feb 14, 2022	BUY	$283.11 - $343.11 $223,940 - $271,400	791 Added 13.12%	6,822 $2.13 Million
Q3 2021 Nov 15, 2021	BUY	$271.6 - $305.22 $1.16 Million - $1.3 Million	4,253 Added 239.2%	6,031 $1.7 Million
Q2 2021 Aug 10, 2021	BUY	$239.0 - $271.4 $15,057 - $17,098	63 Added 3.67%	1,778 $481,000
Q1 2021 May 17, 2021	BUY	$212.25 - $244.99 $424 - $489	2 Added 0.12%	1,715 $405,000
Q4 2020 Feb 08, 2021	BUY	$202.33 - $224.96 $20,637 - $22,945	102 Added 6.33%	1,713 $381,000
Q3 2020 Nov 10, 2020	SELL	$200.39 - $231.65 $5,210 - $6,022	-26 Reduced 1.59%	1,611 $339,000
Q2 2020 Aug 10, 2020	BUY	$152.11 - $203.51 $249,004 - $333,145	1,637 New	1,637 $333,000

Others Institutions Holding MSFT

# of Institutions

6,487

Shares Held

5.17B

Call Options Held

74.6M

Put Options Held

78.8M

View Full List

About MICROSOFT CORP

Ticker MSFT
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 7,454,470,144
Market Cap $3.51T
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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Marks Group Wealth Management, Inc Microsoft Corp Transaction History