A detailed history of Phillips Wealth Planners LLC transactions in Microsoft Corp stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 6,473 shares of MSFT stock, worth $2.7 Million. This represents 2.58% of its overall portfolio holdings.

Number of Shares
6,473
Previous 6,153 5.2%
Holding current value
$2.7 Million
Previous $2.87 Billion 6.11%
% of portfolio
2.58%
Previous 3.02%

Shares

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

Oct 28, 2024

BUY
$395.15 - $467.56 $126,448 - $149,619
320 Added 5.2%
6,473 $2.69 Billion
Q2 2024

Aug 02, 2024

SELL
$389.33 - $452.85 $12,069 - $14,038
-31 Reduced 0.5%
6,153 $2.87 Billion
Q1 2024

Apr 29, 2024

SELL
$367.75 - $429.37 $13,974 - $16,316
-38 Reduced 0.61%
6,184 $2.56 Billion
Q4 2023

Feb 12, 2024

SELL
$313.39 - $382.7 $123,162 - $150,401
-393 Reduced 5.94%
6,222 $2.45 Billion
Q3 2023

Oct 30, 2023

BUY
$312.14 - $359.49 $4,994 - $5,751
16 Added 0.24%
6,615 $2.19 Billion
Q2 2023

Jul 26, 2023

SELL
$275.42 - $348.1 $183,980 - $232,530
-668 Reduced 9.19%
6,599 $2.25 Billion
Q1 2023

May 15, 2023

SELL
$222.31 - $288.3 $4,668 - $6,054
-21 Reduced 0.29%
7,267 $2.22 Billion
Q4 2022

Feb 14, 2023

BUY
$214.25 - $257.22 $1.56 Million - $1.87 Million
7,288 New
7,288 $1.98 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 $3.11T
  • 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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