A detailed history of Modern Wealth Management, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Modern Wealth Management, LLC holds 25,554 shares of MSFT stock, worth $11.7 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
25,554
Previous 6,508 292.66%
Holding current value
$11.7 Million
Previous $2.45 Billion 333.06%
% of portfolio
0.95%
Previous 0.33%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$367.75 - $429.37 $7 Million - $8.18 Million
19,046 Added 292.66%
25,554 $10.6 Billion
Q4 2023

Feb 14, 2024

BUY
$313.39 - $382.7 $2.04 Million - $2.49 Million
6,508 New
6,508 $2.45 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 $3.42T
  • 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

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.