A detailed history of Monograph Wealth Advisors, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 25,504 shares of MSFT stock, worth $11.2 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares
25,504
Previous 25,876 1.44%
Holding current value
$11.2 Million
Previous $11.6 Million 5.13%
% of portfolio
1.51%
Previous 1.76%

Shares

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

Nov 14, 2024

SELL
$395.15 - $467.56 $146,995 - $173,932
-372 Reduced 1.44%
25,504 $11 Million
Q2 2024

Aug 14, 2024

BUY
$389.33 - $452.85 $1.47 Million - $1.71 Million
3,775 Added 17.08%
25,876 $11.6 Million
Q1 2024

May 14, 2024

BUY
$367.75 - $429.37 $2.35 Million - $2.74 Million
6,388 Added 40.65%
22,101 $9.3 Million
Q4 2023

Feb 14, 2024

BUY
$313.39 - $382.7 $922,306 - $1.13 Million
2,943 Added 23.05%
15,713 $5.91 Million
Q2 2023

Aug 11, 2023

BUY
$275.42 - $348.1 $2.85 Million - $3.6 Million
10,342 Added 425.95%
12,770 $4.35 Million
Q1 2023

May 09, 2023

SELL
$222.31 - $288.3 $188,963 - $245,055
-850 Reduced 25.93%
2,428 $699,000
Q4 2022

Feb 14, 2023

BUY
$214.25 - $257.22 $110,553 - $132,725
516 Added 18.68%
3,278 $786,000
Q3 2022

Nov 15, 2022

BUY
$232.9 - $293.47 $931 - $1,173
4 Added 0.15%
2,762 $643,000
Q2 2022

Aug 10, 2022

SELL
$242.26 - $314.97 $289,016 - $375,759
-1,193 Reduced 30.19%
2,758 $708,000
Q1 2022

May 13, 2022

BUY
$275.85 - $334.75 $22,068 - $26,780
80 Added 2.07%
3,951 $1.22 Million
Q4 2021

Feb 10, 2022

BUY
$283.11 - $343.11 $1.1 Million - $1.33 Million
3,871 New
3,871 $1.3 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 $3.27T
  • 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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