A detailed history of Simplicity Wealth,Llc transactions in Microsoft Corp stock. As of the latest transaction made, Simplicity Wealth,Llc holds 38,230 shares of MSFT stock, worth $15.9 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares
38,230
Previous 256,221 85.08%
Holding current value
$15.9 Million
Previous $115 Million 85.64%
% of portfolio
1.59%
Previous 2.65%

Shares

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

Oct 09, 2024

SELL
$395.15 - $467.56 $86.1 Million - $102 Million
-217,991 Reduced 85.08%
38,230 $16.4 Million
Q2 2024

Jul 10, 2024

SELL
$389.33 - $452.85 $414,247 - $481,832
-1,064 Reduced 0.41%
256,221 $115 Million
Q1 2024

Apr 24, 2024

BUY
$367.75 - $429.37 $92.6 Million - $108 Million
251,688 Added 4496.84%
257,285 $108 Million
Q4 2023

Jan 29, 2024

BUY
$313.39 - $382.7 $1.15 Million - $1.41 Million
3,677 Added 191.51%
5,597 $2.1 Million
Q3 2023

Oct 19, 2023

SELL
$312.14 - $359.49 $312 - $359
-1 Reduced 0.05%
1,920 $606,000
Q2 2023

Jul 26, 2023

SELL
$275.42 - $348.1 $131,375 - $166,043
-477 Reduced 19.89%
1,921 $654,000
Q1 2023

Apr 27, 2023

SELL
$222.31 - $288.3 $37,348 - $48,434
-168 Reduced 6.55%
2,398 $691,000
Q4 2022

Feb 15, 2023

BUY
$214.25 - $257.22 $286,666 - $344,160
1,338 Added 108.96%
2,566 $615,000
Q3 2022

Oct 12, 2022

BUY
$232.9 - $293.47 $90,132 - $113,572
387 Added 46.02%
1,228 $286,000
Q2 2022

Jul 19, 2022

SELL
$242.26 - $314.97 $81,157 - $105,514
-335 Reduced 28.49%
841 $216,000
Q1 2022

May 20, 2022

BUY
$275.85 - $334.75 $54,066 - $65,611
196 Added 20.0%
1,176 $363,000
Q4 2021

Feb 25, 2022

BUY
$283.11 - $343.11 $277,447 - $336,247
980 New
980 $330,000

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.1T
  • 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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