Pinnacle Wealth Planning Services, Inc. Microsoft Corp Transaction History

Pinnacle Wealth Planning Services, Inc.

$654 Million
Q1 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Microsoft Corp stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 33,873 shares of MSFT stock, worth $17.9 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares

33,873

Previous 32,930 2.86%

Holding current value

$17.9 Million

Previous $13.9 Million 8.39%

% of portfolio

1.94%

Previous 2.12%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$375.39 - $447.2 $353,992 - $421,709	943 Added 2.86%	33,873 $12.7 Million
Q4 2024 Feb 06, 2025	SELL	$406.35 - $454.46 $4.34 Million - $4.86 Million	-10,685 Reduced 24.5%	32,930 $13.9 Million
Q3 2024 Nov 13, 2024	BUY	$395.15 - $467.56 $258,823 - $306,251	655 Added 1.52%	43,615 $18.8 Million
Q2 2024 Aug 09, 2024	SELL	$389.33 - $452.85 $121,081 - $140,836	-311 Reduced 0.72%	42,960 $19.2 Million
Q1 2024 May 09, 2024	BUY	$367.75 - $429.37 $118,415 - $138,257	322 Added 0.75%	43,271 $18.2 Million
Q4 2023 Feb 07, 2024	SELL	$313.39 - $382.7 $151,994 - $185,609	-485 Reduced 1.12%	42,949 $16.2 Million
Q3 2023 Nov 07, 2023	BUY	$312.14 - $359.49 $18,416 - $21,209	59 Added 0.14%	43,434 $13.7 Million
Q2 2023 Aug 07, 2023	SELL	$275.42 - $348.1 $119,256 - $150,727	-433 Reduced 0.99%	43,375 $14.8 Million
Q1 2023 May 03, 2023	BUY	$222.31 - $288.3 $137,832 - $178,746	620 Added 1.44%	43,808 $12.6 Million
Q4 2022 Feb 13, 2023	BUY	$214.25 - $257.22 $235,032 - $282,170	1,097 Added 2.61%	43,188 $10.4 Million
Q3 2022 Nov 09, 2022	SELL	$232.9 - $293.47 $66,376 - $83,638	-285 Reduced 0.67%	42,091 $9.8 Million
Q2 2022 Aug 03, 2022	BUY	$242.26 - $314.97 $715,878 - $930,736	2,955 Added 7.5%	42,376 $10.9 Million
Q1 2022 Apr 20, 2022	BUY	$275.85 - $334.75 $322,744 - $391,657	1,170 Added 3.06%	39,421 $12.2 Million
Q4 2021 Jan 21, 2022	BUY	$283.11 - $343.11 $686,541 - $832,041	2,425 Added 6.77%	38,251 $12.9 Million
Q3 2021 Oct 29, 2021	BUY	$271.6 - $305.22 $170,293 - $191,372	627 Added 1.78%	35,826 $10.1 Million
Q1 2021 Apr 29, 2021	BUY	$212.25 - $244.99 $673,044 - $776,863	3,171 Added 9.9%	35,199 $8.3 Million
Q4 2020 Feb 12, 2021	BUY	$202.33 - $224.96 $118,160 - $131,376	584 Added 1.86%	32,028 $7.12 Million
Q3 2020 Nov 03, 2020	SELL	$200.39 - $231.65 $50,698 - $58,607	-253 Reduced 0.8%	31,444 $6.61 Million
Q2 2020 Jul 27, 2020	SELL	$152.11 - $203.51 $326,884 - $437,342	-2,149 Reduced 6.35%	31,697 $6.45 Million
Q1 2020 May 11, 2020	BUY	$135.42 - $188.7 $671,141 - $935,197	4,956 Added 17.15%	33,846 $5.34 Million
Q4 2019 Feb 07, 2020	BUY	$134.65 - $158.96 $355,879 - $420,131	2,643 Added 10.07%	28,890 $4.56 Million
Q3 2019 Oct 31, 2019	BUY	$132.21 - $141.34 $815,471 - $871,785	6,168 Added 30.72%	26,247 $3.65 Million
Q2 2019 Aug 06, 2019	BUY	$119.02 - $137.78 $250,656 - $290,164	2,106 Added 11.72%	20,079 $2.69 Million
Q1 2019 May 08, 2019	SELL	$97.4 - $120.22 $329,893 - $407,185	-3,387 Reduced 15.86%	17,973 $2.12 Million
Q4 2018 Mar 01, 2019	BUY	$94.13 - $115.61 $109,284 - $134,223	1,161 Added 5.75%	21,360 $2.17 Million
Q3 2018 Feb 28, 2019	SELL	$99.05 - $114.67 $89,244 - $103,317	-901 Reduced 4.27%	20,199 $2.31 Million
Q2 2018 Feb 28, 2019	SELL	$88.52 - $102.49 $6,816 - $7,891	-77 Reduced 0.36%	21,100 $2.08 Million
Q1 2018 Feb 28, 2019	BUY	$85.01 - $96.77 $1.29 Million - $1.46 Million	15,131 Added 250.26%	21,177 $1.93 Million
Q4 2017 Feb 12, 2018	BUY	$74.26 - $86.85 $448,975 - $525,095	6,046	6,046 $517,000

Others Institutions Holding MSFT

# of Institutions

6,546

Shares Held

5.21B

Call Options Held

75.7M

Put Options Held

90.4M

View Full List

About MICROSOFT CORP

Ticker MSFT
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 7,454,470,144
Market Cap $3.93T
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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Pinnacle Wealth Planning Services, Inc. Microsoft Corp Transaction History