Measured Wealth Private Client Group, LLC Microsoft Corp Transaction History

Measured Wealth Private Client Group, LLC

$330 Million
Q2 2025

A detailed history of Measured Wealth Private Client Group, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 6,602 shares of MSFT stock, worth $3.51 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares

6,602

Previous 6,422 2.8%

Holding current value

$3.51 Million

Previous $2.41 Million 36.22%

% of portfolio

1.0%

Previous 0.78%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$354.56 - $497.45 $63,820 - $89,541	180 Added 2.8%	6,602 $3.28 Million
Q1 2025 May 12, 2025	SELL	$375.39 - $447.2 $225,609 - $268,767	-601 Reduced 8.56%	6,422 $2.41 Million
Q4 2024 Jan 27, 2025	BUY	$406.35 - $454.46 $4,876 - $5,453	12 Added 0.17%	7,023 $2.96 Million
Q3 2024 Oct 25, 2024	SELL	$395.15 - $467.56 $379,344 - $448,857	-960 Reduced 12.04%	7,011 $3.02 Million
Q2 2024 Aug 12, 2024	SELL	$389.33 - $452.85 $22,191 - $25,812	-57 Reduced 0.71%	7,971 $3.56 Million
Q1 2024 Apr 18, 2024	BUY	$367.75 - $429.37 $16,181 - $18,892	44 Added 0.55%	8,028 $3.38 Million
Q4 2023 Feb 06, 2024	SELL	$313.39 - $382.7 $6,581 - $8,036	-21 Reduced 0.26%	7,984 $3 Million
Q3 2023 Oct 18, 2023	SELL	$312.14 - $359.49 $92,081 - $106,049	-295 Reduced 3.55%	8,005 $2.53 Million
Q2 2023 Jul 20, 2023	SELL	$275.42 - $348.1 $9,364 - $11,835	-34 Reduced 0.41%	8,300 $2.83 Million
Q1 2023 May 01, 2023	SELL	$222.31 - $288.3 $84,033 - $108,977	-378 Reduced 4.34%	8,334 $2.4 Million
Q4 2022 Jan 23, 2023	SELL	$214.25 - $257.22 $178,898 - $214,778	-835 Reduced 8.75%	8,712 $0
Q3 2022 Oct 27, 2022	SELL	$232.9 - $293.47 $23,522 - $29,640	-101 Reduced 1.05%	9,547 $2.22 Million
Q2 2022 Jul 25, 2022	BUY	$242.26 - $314.97 $135,181 - $175,753	558 Added 6.14%	9,648 $2.48 Million
Q1 2022 May 03, 2022	SELL	$275.85 - $334.75 $97,099 - $117,832	-352 Reduced 3.73%	9,090 $2.8 Million
Q4 2021 Jan 28, 2022	SELL	$283.11 - $343.11 $23,781 - $28,821	-84 Reduced 0.88%	9,442 $3.18 Million
Q3 2021 Nov 01, 2021	SELL	$271.6 - $305.22 $284,636 - $319,870	-1,048 Reduced 9.91%	9,526 $2.69 Million
Q2 2021 Aug 05, 2021	BUY	$239.0 - $271.4 $104,921 - $119,144	439 Added 4.33%	10,574 $2.86 Million
Q1 2021 May 04, 2021	BUY	$212.25 - $244.99 $158,550 - $183,007	747 Added 7.96%	10,135 $2.39 Million
Q4 2020 Jan 20, 2021	SELL	$202.33 - $224.96 $567,333 - $630,787	-2,804 Reduced 23.0%	9,388 $2.09 Million
Q3 2020 Oct 15, 2020	BUY	$200.39 - $231.65 $499,572 - $577,503	2,493 Added 25.7%	12,192 $2.56 Million
Q2 2020 Aug 03, 2020	BUY	$152.11 - $203.51 $442,183 - $591,603	2,907 Added 42.8%	9,699 $1.97 Million
Q1 2020 Apr 22, 2020	SELL	$135.42 - $188.7 $95,064 - $132,467	-702 Reduced 9.37%	6,792 $1.07 Million
Q4 2019 Jan 15, 2020	SELL	$134.65 - $158.96 $197,666 - $233,353	-1,468 Reduced 16.38%	7,494 $1.18 Million
Q3 2019 Oct 11, 2019	SELL	$132.21 - $141.34 $948,474 - $1.01 Million	-7,174 Reduced 44.46%	8,962 $1.25 Million
Q2 2019 Jul 26, 2019	SELL	$119.02 - $137.78 $156,154 - $180,767	-1,312 Reduced 7.52%	16,136 $2.16 Million
Q1 2019 May 07, 2019	BUY	$97.4 - $120.22 $426,514 - $526,443	4,379 Added 33.51%	17,448 $2.06 Million
Q4 2018 Feb 07, 2019	SELL	$94.13 - $115.61 $5,083 - $6,242	-54 Reduced 0.41%	13,069 $1.33 Million
Q3 2018 Nov 14, 2018	BUY	$99.05 - $114.67 $10,796 - $12,499	109 Added 0.84%	13,123 $1.5 Million
Q2 2018 Aug 14, 2018	BUY	$88.52 - $102.49 $990,096 - $1.15 Million	11,185 Added 611.54%	13,014 $1.28 Million
Q3 2017 Feb 15, 2018	BUY	$71.41 - $75.44 $130,608 - $137,979	1,829	1,829 $136,000

Others Institutions Holding MSFT

# of Institutions

6,670

Shares Held

6.03B

Call Options Held

95.5M

Put Options Held

79.3M

View Full List

About MICROSOFT CORP

Ticker MSFT
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 7,454,470,144
Market Cap $3.96T
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Measured Wealth Private Client Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Measured Wealth Private Client Group, LLC with notifications on news.

Account

Measured Wealth Private Client Group, LLC Microsoft Corp Transaction History