A detailed history of Ptm Wealth Management, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 1,597 shares of MSFT stock, worth $810,461. This represents 0.5% of its overall portfolio holdings.

Number of Shares
1,597
Previous 1,795 11.03%
Holding current value
$810,461
Previous $895 Million 5.76%
% of portfolio
0.5%
Previous 0.59%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

SELL
$491.09 - $535.64 $97,235 - $106,056
-198 Reduced 11.03%
1,597 $844 Million
Q2 2025

Jul 08, 2025

BUY
$354.56 - $497.45 $188,271 - $264,145
531 Added 42.01%
1,795 $895 Million
Q1 2025

May 07, 2025

BUY
$375.39 - $447.2 $474,492 - $565,260
1,264 New
1,264 $448 Million

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.78T
  • 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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