A detailed history of Olio Financial Planning transactions in Microsoft Corp stock. As of the latest transaction made, Olio Financial Planning holds 1,153 shares of MSFT stock, worth $463,160. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,153
Previous 1,153 -0.0%
Holding current value
$463,160
Previous $485,000 6.19%
% of portfolio
0.21%
Previous 0.19%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 10, 2024

BUY
$313.39 - $382.7 $6,581 - $8,036
21 Added 1.86%
1,153 $433,000
Q3 2023

Oct 19, 2023

BUY
$312.14 - $359.49 $312 - $359
1 Added 0.09%
1,132 $357,000
Q2 2023

Jul 13, 2023

BUY
$275.42 - $348.1 $19,554 - $24,715
71 Added 6.7%
1,131 $385,000
Q1 2023

Apr 11, 2023

SELL
$222.31 - $288.3 $7,113 - $9,225
-32 Reduced 2.93%
1,060 $305,000
Q4 2022

Jan 13, 2023

SELL
$214.25 - $257.22 $3,642 - $4,372
-17 Reduced 1.53%
1,092 $0
Q3 2022

Oct 18, 2022

SELL
$232.9 - $293.47 $6,754 - $8,510
-29 Reduced 2.55%
1,109 $258,000
Q2 2022

Jul 15, 2022

BUY
$242.26 - $314.97 $26,648 - $34,646
110 Added 10.7%
1,138 $292,000
Q1 2022

Apr 21, 2022

BUY
$275.85 - $334.75 $55,997 - $67,954
203 Added 24.61%
1,028 $317,000
Q4 2021

Jan 31, 2022

BUY
$283.11 - $343.11 $233,565 - $283,065
825 New
825 $277,000

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $2.99T
  • 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 Olio Financial Planning Portfolio

Follow Olio Financial Planning 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 Olio Financial Planning, based on Form 13F filings with the SEC.

News

Stay updated on Olio Financial Planning with notifications on news.