Phoenix Wealth Advisors Microsoft Corp Transaction History

Phoenix Wealth Advisors

$235 Million
Q2 2025

A detailed history of Phoenix Wealth Advisors transactions in Microsoft Corp stock. As of the latest transaction made, Phoenix Wealth Advisors holds 19,510 shares of MSFT stock, worth $10.1 Million. This represents 4.13% of its overall portfolio holdings.

Number of Shares

19,510

Previous 19,860 1.76%

Holding current value

$10.1 Million

Previous $7.46 Million 30.17%

% of portfolio

4.13%

Previous 3.28%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$354.56 - $497.45 $124,096 - $174,107	-350 Reduced 1.76%	19,510 $9.7 Million
Q1 2025 May 14, 2025	SELL	$375.39 - $447.2 $33,785 - $40,248	-90 Reduced 0.45%	19,860 $7.46 Million
Q4 2024 Jan 17, 2025	SELL	$406.35 - $454.46 $536,382 - $599,887	-1,320 Reduced 6.21%	19,950 $8.41 Million
Q3 2024 Nov 08, 2024	SELL	$395.15 - $467.56 $161,221 - $190,764	-408 Reduced 1.88%	21,270 $9.15 Million
Q2 2024 Jul 17, 2024	BUY	$389.33 - $452.85 $65,796 - $76,531	169 Added 0.79%	21,678 $9.69 Million
Q1 2024 Apr 26, 2024	BUY	$367.75 - $429.37 $1.34 Million - $1.56 Million	3,644 Added 20.4%	21,509 $9.05 Million
Q4 2023 Jan 30, 2024	BUY	$313.39 - $382.7 $38,546 - $47,072	123 Added 0.69%	17,865 $6.72 Million
Q3 2023 Nov 06, 2023	BUY	$312.14 - $359.49 $45,884 - $52,845	147 Added 0.84%	17,742 $5.6 Million
Q2 2023 Jul 13, 2023	SELL	$275.42 - $348.1 $91,439 - $115,569	-332 Reduced 1.85%	17,595 $5.99 Million
Q1 2023 May 05, 2023	SELL	$222.31 - $288.3 $14,894 - $19,316	-67 Reduced 0.37%	17,927 $5.17 Million
Q4 2022 Feb 06, 2023	BUY	$214.25 - $257.22 $144,618 - $173,623	675 Added 3.9%	17,994 $4.32 Million
Q3 2022 Nov 07, 2022	BUY	$232.9 - $293.47 $7,685 - $9,684	33 Added 0.19%	17,319 $4.03 Million
Q2 2022 Aug 01, 2022	BUY	$242.26 - $314.97 $83,095 - $108,034	343 Added 2.02%	17,286 $4.44 Million
Q1 2022 May 02, 2022	BUY	$275.85 - $334.75 $130,201 - $158,002	472 Added 2.87%	16,943 $5.07 Million
Q4 2021 Feb 11, 2022	BUY	$283.11 - $343.11 $204,688 - $248,068	723 Added 4.59%	16,471 $5.54 Million
Q3 2021 Nov 15, 2021	SELL	$271.6 - $305.22 $1.42 Million - $1.6 Million	-5,235 Reduced 24.95%	15,748 $4.44 Million
Q2 2021 Jul 23, 2021	BUY	$239.0 - $271.4 $55,687 - $63,236	233 Added 1.12%	20,983 $5.83 Million
Q1 2021 Apr 12, 2021	SELL	$212.25 - $244.99 $14,220 - $16,414	-67 Reduced 0.32%	20,750 $5.03 Million
Q4 2020 Feb 05, 2021	BUY	$202.33 - $224.96 $4.21 Million - $4.68 Million	20,817 New	20,817 $4.63 Million

Others Institutions Holding MSFT

# of Institutions

6,668

Shares Held

6.03B

Call Options Held

95.5M

Put Options Held

79.3M

View Full List

About MICROSOFT CORP

Ticker MSFT
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 7,454,470,144
Market Cap $3.86T
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 ...

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Phoenix Wealth Advisors Microsoft Corp Transaction History