A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Microsoft Corp stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 23,353 shares of MSFT stock, worth $9.64 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares
23,353
Previous 23,532 0.76%
Holding current value
$9.64 Million
Previous $10.5 Million 4.47%
% of portfolio
2.1%
Previous 2.39%

Shares

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

Nov 06, 2024

SELL
$395.15 - $467.56 $70,731 - $83,693
-179 Reduced 0.76%
23,353 $10 Million
Q2 2024

Aug 07, 2024

SELL
$389.33 - $452.85 $126,532 - $147,176
-325 Reduced 1.36%
23,532 $10.5 Million
Q1 2024

May 08, 2024

BUY
$367.75 - $429.37 $1.7 Million - $1.99 Million
4,631 Added 24.09%
23,857 $10 Million
Q4 2023

Feb 09, 2024

BUY
$313.39 - $382.7 $16,923 - $20,665
54 Added 0.28%
19,226 $7.23 Million
Q3 2023

Nov 06, 2023

BUY
$312.14 - $359.49 $26,844 - $30,916
86 Added 0.45%
19,172 $6.05 Million
Q2 2023

Jul 31, 2023

SELL
$275.42 - $348.1 $30,296 - $38,291
-110 Reduced 0.57%
19,086 $6.5 Million
Q1 2023

May 04, 2023

SELL
$222.31 - $288.3 $10,226 - $13,261
-46 Reduced 0.24%
19,196 $5.53 Million
Q4 2022

Feb 01, 2023

SELL
$214.25 - $257.22 $966,696 - $1.16 Million
-4,512 Reduced 18.99%
19,242 $4.61 Million
Q3 2022

Oct 26, 2022

SELL
$232.9 - $293.47 $706,851 - $890,681
-3,035 Reduced 11.33%
23,754 $5.53 Million
Q2 2022

Jul 13, 2022

BUY
$242.26 - $314.97 $131,062 - $170,398
541 Added 2.06%
26,789 $6.88 Million
Q1 2022

May 02, 2022

BUY
$275.85 - $334.75 $265,091 - $321,694
961 Added 3.8%
26,248 $8.09 Million
Q4 2021

Jan 31, 2022

SELL
$283.11 - $343.11 $12,456 - $15,096
-44 Reduced 0.17%
25,287 $8.51 Million
Q3 2021

Oct 14, 2021

BUY
$271.6 - $305.22 $553,792 - $622,343
2,039 Added 8.75%
25,331 $7.14 Million
Q2 2021

Jul 20, 2021

SELL
$239.0 - $271.4 $62,140 - $70,564
-260 Reduced 1.1%
23,292 $6.31 Million
Q1 2021

Apr 26, 2021

BUY
$212.25 - $244.99 $525,106 - $606,105
2,474 Added 11.74%
23,552 $5.55 Million
Q4 2020

Jan 21, 2021

SELL
$202.33 - $224.96 $103,795 - $115,404
-513 Reduced 2.38%
21,078 $4.69 Million
Q3 2020

Oct 14, 2020

BUY
$200.39 - $231.65 $38,675 - $44,708
193 Added 0.9%
21,591 $4.54 Million
Q2 2020

Jul 15, 2020

BUY
$152.11 - $203.51 $30,117 - $40,294
198 Added 0.93%
21,398 $4.36 Million
Q1 2020

Apr 21, 2020

BUY
$135.42 - $188.7 $550,617 - $767,254
4,066 Added 23.73%
21,200 $3.34 Million
Q4 2019

Jan 23, 2020

SELL
$134.65 - $158.96 $5,386 - $6,358
-40 Reduced 0.23%
17,134 $2.7 Million
Q3 2019

Nov 05, 2019

BUY
$132.21 - $141.34 $525,931 - $562,250
3,978 Added 30.15%
17,174 $2.39 Million
Q2 2019

Jul 16, 2019

BUY
$119.02 - $137.78 $1.12 Million - $1.3 Million
9,405 Added 248.09%
13,196 $1.77 Million
Q4 2018

Jan 31, 2019

SELL
$94.13 - $115.61 $34,828 - $42,775
-370 Reduced 8.89%
3,791 $385,000
Q3 2018

Oct 18, 2018

BUY
$99.05 - $114.67 $52,595 - $60,889
531 Added 14.63%
4,161 $476,000
Q2 2018

Jul 24, 2018

BUY
$88.52 - $102.49 $11,065 - $12,811
125 Added 3.57%
3,630 $358,000
Q1 2018

Apr 17, 2018

BUY
$85.01 - $96.77 $71,748 - $81,673
844 Added 31.72%
3,505 $320,000
Q4 2017

Jan 22, 2018

BUY
$74.26 - $86.85 $197,605 - $231,107
2,661
2,661 $228,000

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.08T
  • 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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