A detailed history of Meritas Wealth Management, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 4,854 shares of MSFT stock, worth $2.02 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
4,854
Previous 4,689 3.52%
Holding current value
$2.02 Million
Previous $2.1 Billion 0.34%
% of portfolio
1.29%
Previous 1.48%

Shares

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

Oct 03, 2024

BUY
$395.15 - $467.56 $65,199 - $77,147
165 Added 3.52%
4,854 $2.09 Billion
Q1 2024

Apr 17, 2024

SELL
$367.75 - $429.37 $28,316 - $33,061
-77 Reduced 1.62%
4,689 $1.97 Billion
Q4 2023

Jan 10, 2024

BUY
$313.39 - $382.7 $26,324 - $32,146
84 Added 1.79%
4,766 $1.79 Billion
Q3 2023

Oct 24, 2023

SELL
$312.14 - $359.49 $62,740 - $72,257
-201 Reduced 4.12%
4,682 $1.48 Billion
Q2 2023

Sep 05, 2023

BUY
$275.42 - $348.1 $71,609 - $90,506
260 Added 5.62%
4,883 $1.66 Billion
Q1 2023

Sep 05, 2023

BUY
$222.31 - $288.3 $20,230 - $26,235
91 Added 2.01%
4,623 $1.33 Billion
Q4 2022

Sep 05, 2023

BUY
$214.25 - $257.22 $970,981 - $1.17 Million
4,532 New
4,532 $1.09 Billion

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.11T
  • 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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