Schechter Investment Advisors, LLC Microsoft Corp Transaction History

Schechter Investment Advisors, LLC

$853 Million
Q1 2025

A detailed history of Schechter Investment Advisors, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 50,796 shares of MSFT stock, worth $25.3 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares

50,796

Previous 64,265 20.96%

Holding current value

$25.3 Million

Previous $27.1 Million 29.6%

% of portfolio

2.23%

Previous 2.87%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$375.39 - $447.2 $5.06 Million - $6.02 Million	-13,469 Reduced 20.96%	50,796 $19.1 Million
Q4 2024 Feb 06, 2025	SELL	$406.35 - $454.46 $762,312 - $852,566	-1,876 Reduced 2.84%	64,265 $27.1 Million
Q3 2024 Nov 12, 2024	SELL	$395.15 - $467.56 $572,177 - $677,026	-1,448 Reduced 2.14%	66,141 $28.5 Million
Q2 2024 Aug 12, 2024	BUY	$389.33 - $452.85 $277,981 - $323,334	714 Added 1.07%	67,589 $30.2 Million
Q1 2024 May 06, 2024	BUY	$367.75 - $429.37 $2.79 Million - $3.26 Million	7,597 Added 12.82%	66,875 $28.1 Million
Q4 2023 Jan 17, 2024	BUY	$313.39 - $382.7 $3,760 - $4,592	12 Added 0.02%	59,278 $22.3 Million
Q3 2023 Nov 06, 2023	BUY	$312.14 - $359.49 $1.17 Million - $1.34 Million	3,734 Added 6.72%	59,266 $18.7 Million
Q2 2023 Jul 26, 2023	BUY	$275.42 - $348.1 $210,145 - $265,600	763 Added 1.39%	55,532 $18.9 Million
Q1 2023 Apr 28, 2023	BUY	$222.31 - $288.3 $293,004 - $379,979	1,318 Added 2.47%	54,769 $15.8 Million
Q4 2022 Feb 13, 2023	BUY	$214.25 - $257.22 $1.53 Million - $1.83 Million	7,128 Added 15.39%	53,451 $12.8 Million
Q3 2022 Nov 04, 2022	SELL	$232.9 - $293.47 $1.51 Million - $1.9 Million	-6,465 Reduced 12.25%	46,323 $10.8 Million
Q2 2022 Nov 03, 2022	BUY	$242.26 - $314.97 $12.8 Million - $16.6 Million	52,788 New	52,788 $13.6 Million
Q1 2022 Nov 18, 2022	BUY	$275.85 - $334.75 $1.91 Million - $2.31 Million	6,910 Added 14.92%	53,233 $16.4 Million
Q4 2021 Dec 27, 2022	BUY	$283.11 - $343.11 $1.53 Million - $1.86 Million	5,418 Added 11.7%	51,741 $17.4 Million

Others Institutions Holding MSFT

# of Institutions

6,492

Shares Held

5.17B

Call Options Held

74.6M

Put Options Held

78.8M

View Full List

About MICROSOFT CORP

Ticker MSFT
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 7,454,470,144
Market Cap $3.71T
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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Schechter Investment Advisors, LLC Microsoft Corp Transaction History