A detailed history of Palo Alto Wealth Advisors, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 22,687 shares of MSFT stock, worth $9.49 Million. This represents 6.73% of its overall portfolio holdings.

Number of Shares
22,687
Previous 28,323 19.9%
Holding current value
$9.49 Million
Previous $10.7 Billion 10.38%
% of portfolio
6.73%
Previous 8.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

SELL
$367.75 - $429.37 $2.07 Million - $2.42 Million
-5,636 Reduced 19.9%
22,687 $9.54 Billion
Q4 2023

Feb 05, 2024

BUY
$313.39 - $382.7 $25,697 - $31,381
82 Added 0.29%
28,323 $10.7 Billion
Q3 2023

Oct 30, 2023

BUY
$312.14 - $359.49 $28,404 - $32,713
91 Added 0.32%
28,241 $8.92 Billion
Q2 2023

Aug 07, 2023

SELL
$275.42 - $348.1 $87,308 - $110,347
-317 Reduced 1.11%
28,150 $9.59 Billion
Q1 2023

Apr 18, 2023

SELL
$222.31 - $288.3 $81,143 - $105,229
-365 Reduced 1.27%
28,467 $8.21 Billion
Q4 2022

Feb 07, 2023

BUY
$214.25 - $257.22 $6.18 Million - $7.42 Million
28,832 New
28,832 $6.91 Billion

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.12T
  • 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 Palo Alto Wealth Advisors, LLC Portfolio

Follow Palo Alto Wealth Advisors, LLC 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 Palo Alto Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Palo Alto Wealth Advisors, LLC with notifications on news.