A detailed history of Oakwell Private Wealth Management, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 5,513 shares of MSFT stock, worth $2.42 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
5,513
Previous 6,094 9.53%
Holding current value
$2.42 Million
Previous $2.72 Million 12.93%
% of portfolio
0.68%
Previous 0.77%

Shares

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

Nov 04, 2024

SELL
$395.15 - $467.56 $229,582 - $271,652
-581 Reduced 9.53%
5,513 $2.37 Million
Q2 2024

Aug 08, 2024

BUY
$389.33 - $452.85 $131,204 - $152,610
337 Added 5.85%
6,094 $2.72 Million
Q1 2024

Apr 25, 2024

BUY
$367.75 - $429.37 $112,531 - $131,387
306 Added 5.61%
5,757 $2.42 Million
Q4 2023

Feb 05, 2024

BUY
$313.39 - $382.7 $162,336 - $198,238
518 Added 10.5%
5,451 $2.05 Million
Q3 2023

Oct 30, 2023

BUY
$312.14 - $359.49 $11,861 - $13,660
38 Added 0.78%
4,933 $1.56 Million
Q2 2023

Jul 26, 2023

BUY
$275.42 - $348.1 $114,574 - $144,809
416 Added 9.29%
4,895 $1.67 Million
Q1 2023

May 04, 2023

BUY
$222.31 - $288.3 $15,784 - $20,469
71 Added 1.61%
4,479 $1.29 Million
Q4 2022

Feb 01, 2023

BUY
$214.25 - $257.22 $51,205 - $61,475
239 Added 5.73%
4,408 $1.06 Million
Q3 2022

Oct 27, 2022

BUY
$232.9 - $293.47 $19,097 - $24,064
82 Added 2.01%
4,169 $971,000
Q2 2022

Aug 03, 2022

BUY
$242.26 - $314.97 $96,419 - $125,358
398 Added 10.79%
4,087 $1.05 Million
Q1 2022

May 03, 2022

BUY
$275.85 - $334.75 $408,533 - $495,764
1,481 Added 67.07%
3,689 $1.14 Million
Q4 2021

Jan 21, 2022

BUY
$283.11 - $343.11 $178,642 - $216,502
631 Added 40.01%
2,208 $743,000
Q2 2021

Jul 29, 2021

BUY
$239.0 - $271.4 $376,903 - $427,997
1,577 New
1,577 $427,000

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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