Sequoia Financial Advisors, LLC Microsoft Corp Transaction History

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 624,875 shares of MSFT stock, worth $263 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares
624,875
Previous 565,642 10.47%
Holding current value
$263 Million
Previous $253 Million 6.34%
% of portfolio
3.01%
Previous 3.14%

Shares

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

Oct 21, 2024
BUY
$395.15 - $467.56 $23.4 Million - $27.7 Million
59,233 Added 10.47%
624,875 $269 Million
Q2 2024

Jul 15, 2024
BUY
$389.33 - $452.85 $16.8 Million - $19.6 Million
43,200 Added 8.27%
565,642 $253 Million
Q1 2024

Apr 30, 2024
BUY
$367.75 - $429.37 $1.63 Million - $1.91 Million
4,437 Added 0.86%
522,442 $220 Million
Q4 2023

Jan 25, 2024
BUY
$313.39 - $382.7 $77.6 Million - $94.8 Million
247,609 Added 91.57%
518,005 $195 Million
Q3 2023

Nov 08, 2023
BUY
$312.14 - $359.49 $5.02 Million - $5.78 Million
16,081 Added 6.32%
270,396 $85.4 Million
Q2 2023

Aug 08, 2023
BUY
$275.42 - $348.1 $7.03 Million - $8.89 Million
25,541 Added 11.16%
254,315 $86.6 Million
Q1 2023

Apr 24, 2023
BUY
$222.31 - $288.3 $1.12 Million - $1.46 Million
5,047 Added 2.26%
228,774 $66 Million
Q4 2022

Feb 10, 2023
SELL
$214.25 - $257.22 $522,984 - $627,874
-2,441 Reduced 1.08%
223,727 $53.7 Million
Q4 2022

Jan 17, 2023
BUY
$214.25 - $257.22 $12.1 Million - $14.6 Million
56,688 Added 33.45%
226,168 $0
Q3 2022

Oct 26, 2022
SELL
$232.9 - $293.47 $3.06 Million - $3.85 Million
-13,128 Reduced 7.19%
169,480 $39.5 Million
Q2 2022

Jul 22, 2022
SELL
$242.26 - $314.97 $2.46 Million - $3.2 Million
-10,154 Reduced 5.27%
182,608 $46.9 Million
Q1 2022

May 13, 2022
BUY
$275.85 - $334.75 $4.7 Million - $5.71 Million
17,052 Added 9.7%
192,762 $59.4 Million
Q4 2021

Feb 11, 2022
BUY
$283.11 - $343.11 $36 Million - $43.7 Million
127,314 Added 263.07%
175,710 $59.1 Million
Q3 2021

Oct 26, 2021
SELL
$271.6 - $305.22 $35.3 Million - $39.6 Million
-129,906 Reduced 72.86%
48,396 $13.6 Million
Q2 2021

Jul 27, 2021
BUY
$239.0 - $271.4 $3.54 Million - $4.02 Million
14,823 Added 9.07%
178,302 $48.3 Million
Q1 2021

May 14, 2021
BUY
$212.25 - $244.99 $2.53 Million - $2.92 Million
11,931 Added 7.87%
163,479 $38.5 Million
Q4 2020

Feb 12, 2021
BUY
$202.33 - $224.96 $1.16 Million - $1.29 Million
5,742 Added 3.94%
151,548 $33.7 Million
Q3 2020

Oct 23, 2020
BUY
$200.39 - $231.65 $395,569 - $457,277
1,974 Added 1.37%
145,806 $30.7 Million
Q2 2020

Aug 25, 2020
BUY
$152.11 - $203.51 $21.9 Million - $29.3 Million
143,832 New
143,832 $29.3 Million
Q2 2020

Aug 11, 2020
SELL
$152.11 - $203.51 $21.9 Million - $29.2 Million
-143,709 Closed
0 $29.3 Million
Q1 2020

May 11, 2020
BUY
$135.42 - $188.7 $1.98 Million - $2.76 Million
14,610 Added 11.32%
143,709 $22.7 Million
Q4 2019

Feb 13, 2020
BUY
$134.65 - $158.96 $687,926 - $812,126
5,109 Added 4.12%
129,099 $20.4 Million
Q3 2019

Oct 22, 2019
SELL
$132.21 - $141.34 $907,621 - $970,299
-6,865 Reduced 5.25%
123,990 $17.2 Million
Q2 2019

Jul 31, 2019
BUY
$119.02 - $137.78 $526,306 - $609,263
4,422 Added 3.5%
130,855 $17.5 Million
Q1 2019

May 13, 2019
BUY
$97.4 - $120.22 $2.56 Million - $3.16 Million
26,317 Added 26.29%
126,433 $14.9 Million
Q4 2018

Feb 14, 2019
SELL
$94.13 - $115.61 $6,118 - $7,514
-65 Reduced 0.06%
100,116 $10.2 Million
Q3 2018

Nov 14, 2018
SELL
$99.05 - $114.67 $293,782 - $340,111
-2,966 Reduced 2.88%
100,181 $11.5 Million
Q2 2018

Aug 14, 2018
BUY
$88.52 - $102.49 $2.24 Million - $2.6 Million
25,332 Added 32.55%
103,147 $10.2 Million
Q1 2018

May 14, 2018
BUY
$85.01 - $96.77 $2.28 Million - $2.6 Million
26,853 Added 52.69%
77,815 $7.1 Million
Q4 2017

Feb 13, 2018
BUY
$74.26 - $86.85 $386,374 - $451,880
5,203 Added 11.37%
50,962 $4.36 Million
Q3 2017

Nov 13, 2017
BUY
$71.41 - $75.44 $358,621 - $378,859
5,022 Added 12.33%
45,759 $3.41 Million
Q2 2017

Aug 09, 2017
BUY
N/A
40,737
40,737 $2.81 Million

Others Institutions Holding MSFT

# of Institutions
5,792
Shares Held
5.12B
Call Options Held
76.7M
Put Options Held
68.5M
View Full List

About MICROSOFT CORP

MSFT Quotes by TradingView
  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.13T
  • 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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