A detailed history of Montz Harcus Wealth Management LLC transactions in Microsoft Corp stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 13,627 shares of MSFT stock, worth $5.73 Million. This represents 3.46% of its overall portfolio holdings.

Number of Shares
13,627
Previous 13,494 0.99%
Holding current value
$5.73 Million
Previous $6.03 Million 2.8%
% of portfolio
3.46%
Previous 3.94%

Shares

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

Oct 24, 2024

BUY
$395.15 - $467.56 $52,554 - $62,185
133 Added 0.99%
13,627 $5.86 Million
Q2 2024

Jul 19, 2024

BUY
$389.33 - $452.85 $36,986 - $43,020
95 Added 0.71%
13,494 $6.03 Million
Q1 2024

May 07, 2024

BUY
$367.75 - $429.37 $14,342 - $16,745
39 Added 0.29%
13,399 $5.64 Million
Q4 2023

Jan 22, 2024

BUY
$313.39 - $382.7 $92,763 - $113,279
296 Added 2.27%
13,360 $5.02 Million
Q3 2023

Nov 14, 2023

SELL
$312.14 - $359.49 $1,872 - $2,156
-6 Reduced 0.05%
13,064 $4.12 Million
Q2 2023

Jul 21, 2023

BUY
$275.42 - $348.1 $45,995 - $58,132
167 Added 1.29%
13,070 $4.45 Million
Q1 2023

Apr 25, 2023

SELL
$222.31 - $288.3 $58,689 - $76,111
-264 Reduced 2.01%
12,903 $3.72 Million
Q4 2022

Jan 20, 2023

BUY
$214.25 - $257.22 $23,996 - $28,808
112 Added 0.86%
13,167 $0
Q3 2022

Nov 02, 2022

BUY
$232.9 - $293.47 $18,399 - $23,184
79 Added 0.61%
13,055 $3.04 Million
Q2 2022

Jul 18, 2022

BUY
$242.26 - $314.97 $79,461 - $103,310
328 Added 2.59%
12,976 $3.33 Million
Q1 2022

May 05, 2022

BUY
$275.85 - $334.75 $51,583 - $62,598
187 Added 1.5%
12,648 $3.9 Million
Q4 2021

Mar 24, 2022

BUY
$283.11 - $343.11 $3.53 Million - $4.28 Million
12,461 New
12,461 $4.19 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 $3.13T
  • 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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