A detailed history of Sanchez Wealth Management Group transactions in Microsoft Corp stock. As of the latest transaction made, Sanchez Wealth Management Group holds 927 shares of MSFT stock, worth $386,559. This represents 0.13% of its overall portfolio holdings.

Number of Shares
927
Previous 915 1.31%
Holding current value
$386,559
Previous $408,000 2.45%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Nov 05, 2024

BUY
$395.15 - $467.56 $4,741 - $5,610
12 Added 1.31%
927 $398,000
Q2 2024

Jul 17, 2024

BUY
$389.33 - $452.85 $3,893 - $4,528
10 Added 1.1%
915 $408,000
Q1 2024

May 07, 2024

BUY
$367.75 - $429.37 $367 - $429
1 Added 0.11%
905 $380,000
Q4 2023

Jan 16, 2024

SELL
$313.39 - $382.7 $28,205 - $34,443
-90 Reduced 9.05%
904 $339,000
Q3 2023

Oct 27, 2023

BUY
$312.14 - $359.49 $28,716 - $33,073
92 Added 10.2%
994 $313,000
Q1 2023

May 04, 2023

BUY
$222.31 - $288.3 $222 - $288
1 Added 0.11%
902 $260,000
Q4 2022

Feb 08, 2023

BUY
$214.25 - $257.22 $214 - $257
1 Added 0.11%
901 $216,000
Q2 2022

Jul 13, 2022

SELL
$242.26 - $314.97 $10,417 - $13,543
-43 Reduced 4.56%
900 $231,000
Q1 2022

Apr 19, 2022

BUY
$275.85 - $334.75 $275 - $334
1 Added 0.11%
943 $291,000
Q3 2021

Oct 19, 2021

BUY
$271.6 - $305.22 $271 - $305
1 Added 0.11%
942 $266,000
Q2 2021

Aug 09, 2021

BUY
$239.0 - $271.4 $10,516 - $11,941
44 Added 4.91%
941 $255,000
Q1 2021

Apr 29, 2021

BUY
$212.25 - $244.99 $190,388 - $219,756
897 New
897 $211,000

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
Track This Portfolio

Track Sanchez Wealth Management Group Portfolio

Follow Sanchez Wealth Management Group 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 Sanchez Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Sanchez Wealth Management Group with notifications on news.