Sfg Wealth Management, Llc. Microsoft Corp Transaction History

Sfg Wealth Management, Llc.

$165 Million
Q2 2025

A detailed history of Sfg Wealth Management, Llc. transactions in Microsoft Corp stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 4,809 shares of MSFT stock, worth $2.49 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares

4,809

Previous 4,658 3.24%

Holding current value

$2.49 Million

Previous $1.75 Million 36.84%

% of portfolio

1.45%

Previous 0.9%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$354.56 - $497.45 $53,538 - $75,114	151 Added 3.24%	4,809 $2.39 Million
Q1 2025 Apr 23, 2025	SELL	$375.39 - $447.2 $914,825 - $1.09 Million	-2,437 Reduced 34.35%	4,658 $1.75 Million
Q4 2024 Jan 16, 2025	BUY	$406.35 - $454.46 $19,504 - $21,814	48 Added 0.68%	7,095 $2.99 Million
Q3 2024 Oct 31, 2024	SELL	$395.15 - $467.56 $38,724 - $45,820	-98 Reduced 1.37%	7,047 $3.03 Million
Q2 2024 Jul 19, 2024	SELL	$389.33 - $452.85 $31,146 - $36,228	-80 Reduced 1.11%	7,145 $3.19 Million
Q1 2024 Apr 26, 2024	BUY	$367.75 - $429.37 $7,355 - $8,587	20 Added 0.28%	7,225 $3.04 Million
Q4 2023 Jan 19, 2024	BUY	$313.39 - $382.7 $313 - $382	1 Added 0.01%	7,205 $2.71 Million
Q3 2023 Oct 19, 2023	SELL	$312.14 - $359.49 $2,809 - $3,235	-9 Reduced 0.12%	7,204 $2.27 Million
Q2 2023 Jul 14, 2023	BUY	$275.42 - $348.1 $922,106 - $1.17 Million	3,348 Added 86.62%	7,213 $2.46 Million
Q1 2023 Apr 11, 2023	BUY	$222.31 - $288.3 $10,226 - $13,261	46 Added 1.2%	3,865 $1.11 Million
Q4 2022 Jan 31, 2023	SELL	$214.25 - $257.22 $86,342 - $103,659	-403 Reduced 9.55%	3,819 $915,000
Q3 2022 Oct 12, 2022	SELL	$232.9 - $293.47 $17,001 - $21,423	-73 Reduced 1.7%	4,222 $983,000
Q2 2022 Jul 13, 2022	BUY	$242.26 - $314.97 $2,907 - $3,779	12 Added 0.28%	4,295 $1.1 Million
Q1 2022 Apr 22, 2022	SELL	$275.85 - $334.75 $76,962 - $93,395	-279 Reduced 6.12%	4,283 $1.32 Million
Q4 2021 Feb 14, 2022	BUY	$283.11 - $343.11 $1.29 Million - $1.57 Million	4,562 New	4,562 $1.53 Million

Others Institutions Holding MSFT

# of Institutions

6,655

Shares Held

6.12B

Call Options Held

95.3M

Put Options Held

79.3M

View Full List

About MICROSOFT CORP

Ticker MSFT
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 7,454,470,144
Market Cap $3.86T
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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Sfg Wealth Management, Llc. Microsoft Corp Transaction History