A detailed history of Naviter Wealth, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Naviter Wealth, LLC holds 45,336 shares of MSFT stock, worth $19 Million. This represents 2.75% of its overall portfolio holdings.

Number of Shares
45,336
Previous 44,584 1.69%
Holding current value
$19 Million
Previous $19.9 Million 2.12%
% of portfolio
2.75%
Previous 3.01%

Shares

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

Oct 16, 2024

BUY
$395.15 - $467.56 $297,152 - $351,605
752 Added 1.69%
45,336 $19.5 Million
Q2 2024

Aug 01, 2024

BUY
$389.33 - $452.85 $1.32 Million - $1.53 Million
3,378 Added 8.2%
44,584 $19.9 Million
Q1 2024

Apr 18, 2024

BUY
$367.75 - $429.37 $3.1 Million - $3.62 Million
8,442 Added 25.77%
41,206 $17.3 Million
Q4 2023

Feb 05, 2024

BUY
$313.39 - $382.7 $1.94 Million - $2.37 Million
6,189 Added 23.29%
32,764 $12.3 Million
Q3 2023

Nov 14, 2023

SELL
$312.14 - $359.49 $54,000 - $62,191
-173 Reduced 0.65%
26,575 $8.39 Million
Q2 2023

Jul 20, 2023

BUY
$275.42 - $348.1 $756,303 - $955,882
2,746 Added 11.44%
26,748 $9.11 Million
Q1 2023

Apr 12, 2023

BUY
$222.31 - $288.3 $1.38 Million - $1.8 Million
6,227 Added 35.03%
24,002 $6.92 Million
Q4 2022

Jan 31, 2023

SELL
$214.25 - $257.22 $1.42 Million - $1.7 Million
-6,625 Reduced 27.15%
17,775 $4.26 Million
Q3 2022

Oct 27, 2022

BUY
$232.9 - $293.47 $471,855 - $594,570
2,026 Added 9.06%
24,400 $5.68 Million
Q2 2022

Jul 18, 2022

BUY
$242.26 - $314.97 $2.29 Million - $2.97 Million
9,434 Added 72.91%
22,374 $5.75 Million
Q1 2022

Apr 21, 2022

BUY
$275.85 - $334.75 $109,788 - $133,230
398 Added 3.17%
12,940 $3.99 Million
Q4 2021

Feb 03, 2022

BUY
$283.11 - $343.11 $3.55 Million - $4.3 Million
12,542 New
12,542 $4.22 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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