A detailed history of Orgel Wealth Management, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 5,297 shares of MSFT stock, worth $2.21 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,297
Previous 5,439 2.61%
Holding current value
$2.21 Million
Previous $2.43 Million 6.26%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Oct 17, 2024

SELL
$395.15 - $467.56 $56,111 - $66,393
-142 Reduced 2.61%
5,297 $2.28 Million
Q2 2024

Jul 22, 2024

BUY
$389.33 - $452.85 $8,175 - $9,509
21 Added 0.39%
5,439 $2.43 Million
Q1 2024

Apr 15, 2024

SELL
$367.75 - $429.37 $472,926 - $552,169
-1,286 Reduced 19.18%
5,418 $2.28 Million
Q4 2023

Jan 11, 2024

SELL
$313.39 - $382.7 $61,111 - $74,626
-195 Reduced 2.83%
6,704 $2.52 Million
Q3 2023

Oct 26, 2023

BUY
$312.14 - $359.49 $485,065 - $558,647
1,554 Added 29.07%
6,899 $2.18 Million
Q2 2023

Jul 10, 2023

SELL
$275.42 - $348.1 $7,160 - $9,050
-26 Reduced 0.48%
5,345 $1.82 Million
Q1 2023

Apr 06, 2023

BUY
$222.31 - $288.3 $222 - $288
1 Added 0.02%
5,371 $1.55 Million
Q4 2022

Jan 17, 2023

SELL
$214.25 - $257.22 $53,134 - $63,790
-248 Reduced 4.41%
5,370 $0
Q3 2022

Oct 25, 2022

BUY
$232.9 - $293.47 $23,755 - $29,933
102 Added 1.85%
5,618 $1.31 Million
Q2 2022

Jul 13, 2022

SELL
$242.26 - $314.97 $23,014 - $29,922
-95 Reduced 1.69%
5,516 $1.42 Million
Q1 2022

May 10, 2022

SELL
$275.85 - $334.75 $273,643 - $332,072
-992 Reduced 15.02%
5,611 $1.73 Million
Q4 2021

Jan 24, 2022

BUY
$283.11 - $343.11 $167,034 - $202,434
590 Added 9.81%
6,603 $2.22 Million
Q3 2021

Oct 26, 2021

BUY
$271.6 - $305.22 $75,233 - $84,545
277 Added 4.83%
6,013 $1.7 Million
Q2 2021

Jul 23, 2021

SELL
$239.0 - $271.4 $47,800 - $54,279
-200 Reduced 3.37%
5,736 $1.55 Million
Q1 2021

Apr 28, 2021

BUY
$212.25 - $244.99 $29,715 - $34,298
140 Added 2.42%
5,936 $1.4 Million
Q4 2020

Feb 08, 2021

SELL
$202.33 - $224.96 $9,104 - $10,123
-45 Reduced 0.77%
5,796 $1.29 Million
Q3 2020

Nov 03, 2020

SELL
$200.39 - $231.65 $73,743 - $85,247
-368 Reduced 5.93%
5,841 $1.23 Million
Q2 2020

Jul 31, 2020

BUY
$152.11 - $203.51 $62,060 - $83,032
408 Added 7.03%
6,209 $1.26 Million
Q1 2020

Apr 28, 2020

SELL
$135.42 - $188.7 $94,523 - $131,712
-698 Reduced 10.74%
5,801 $915,000
Q4 2019

Jan 27, 2020

BUY
$134.65 - $158.96 $942 - $1,112
7 Added 0.11%
6,499 $1.03 Million
Q2 2019

Jul 12, 2019

BUY
$119.02 - $137.78 $8,807 - $10,195
74 Added 1.15%
6,492 $870,000
Q3 2018

Oct 11, 2018

SELL
$99.05 - $114.67 $1,089 - $1,261
-11 Reduced 0.17%
6,418 $734,000
Q2 2018

Jul 16, 2018

SELL
$88.52 - $102.49 $39,834 - $46,120
-450 Reduced 6.54%
6,429 $634,000
Q1 2018

Apr 25, 2018

SELL
$85.01 - $96.77 $9,606 - $10,935
-113 Reduced 1.62%
6,879 $628,000
Q4 2017

Feb 09, 2018

BUY
$74.26 - $86.85 $15,149 - $17,717
204 Added 3.01%
6,992 $598,000
Q3 2017

Nov 13, 2017

SELL
$71.41 - $75.44 $3,499 - $3,696
-49 Reduced 0.72%
6,788 $506,000
Q2 2017

Aug 10, 2017

BUY
N/A
6,837
6,837 $471,000

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.11T
  • 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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