A detailed history of Martel Wealth Advisors Inc transactions in Microsoft Corp stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 2,187 shares of MSFT stock, worth $993,904. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,187
Previous 2,301 4.95%
Holding current value
$993,904
Previous $1.03 Billion 11.52%
% of portfolio
0.19%
Previous 0.22%

Shares

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

Oct 09, 2024

SELL
$395.15 - $467.56 $45,047 - $53,301
-114 Reduced 4.95%
2,187 $910 Million
Q2 2024

Oct 09, 2024

SELL
$389.33 - $452.85 $54,116 - $62,946
-139 Reduced 5.7%
2,301 $1.03 Billion
Q1 2024

Oct 09, 2024

SELL
$367.75 - $429.37 $1,838 - $2,146
-5 Reduced 0.2%
2,440 $1.03 Billion
Q4 2023

Oct 09, 2024

BUY
$313.39 - $382.7 $45,441 - $55,491
145 Added 6.3%
2,445 $919 Million
Q3 2023

Oct 09, 2024

BUY
$312.14 - $359.49 $312 - $359
1 Added 0.04%
2,300 $726 Million
Q2 2023

Oct 09, 2024

BUY
$275.42 - $348.1 $51,228 - $64,746
186 Added 8.8%
2,299 $783 Million
Q1 2023

Oct 09, 2024

BUY
$222.31 - $288.3 $145,613 - $188,836
655 Added 44.92%
2,113 $609 Million
Q4 2022

Oct 09, 2024

BUY
$214.25 - $257.22 $312,376 - $375,026
1,458 New
1,458 $350 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 $3.39T
  • 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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