A detailed history of Smallwood Wealth Investment Management, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 5,074 shares of MSFT stock, worth $2.16 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares
5,074
Previous 4,531 11.98%
Holding current value
$2.16 Million
Previous $1.91 Million 18.94%
% of portfolio
1.79%
Previous 1.49%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

BUY
$389.33 - $452.85 $211,406 - $245,897
543 Added 11.98%
5,074 $2.27 Million
Q1 2024

Apr 24, 2024

BUY
$367.75 - $429.37 $211,456 - $246,887
575 Added 14.53%
4,531 $1.91 Million
Q4 2023

Jan 23, 2024

BUY
$313.39 - $382.7 $60,484 - $73,861
193 Added 5.13%
3,956 $1.49 Million
Q3 2023

Oct 31, 2023

SELL
$312.14 - $359.49 $47,133 - $54,282
-151 Reduced 3.86%
3,763 $1.19 Million
Q2 2023

Jul 17, 2023

SELL
$275.42 - $348.1 $13,771 - $17,405
-50 Reduced 1.26%
3,914 $1.33 Million
Q1 2023

Apr 25, 2023

SELL
$222.31 - $288.3 $599,347 - $777,256
-2,696 Reduced 40.48%
3,964 $1.14 Million
Q4 2022

Feb 14, 2023

BUY
$214.25 - $257.22 $1,499 - $1,800
7 Added 0.11%
6,660 $1.6 Million
Q3 2022

Nov 14, 2022

BUY
$232.9 - $293.47 $144,863 - $182,538
622 Added 10.31%
6,653 $1.55 Million
Q2 2022

Aug 08, 2022

BUY
$242.26 - $314.97 $585,542 - $761,282
2,417 Added 66.88%
6,031 $1.55 Million
Q1 2022

Apr 21, 2022

BUY
$275.85 - $334.75 $1,655 - $2,008
6 Added 0.17%
3,614 $1.11 Million
Q4 2021

Apr 05, 2022

BUY
$283.11 - $343.11 $1.02 Million - $1.24 Million
3,608 New
3,608 $1.21 Million

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.17T
  • 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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