Smallwood Wealth Investment Management, LLC Microsoft Corp Transaction History
Smallwood Wealth Investment Management, LLC
- $152 Million
- Q1 2025
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 4,925 shares of MSFT stock, worth $2.24 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
4,925
Previous 5,030
2.09%
Holding current value
$2.24 Million
Previous $2.12 Million
12.83%
% of portfolio
1.22%
Previous 1.5%
Shares
14 transactions
Others Institutions Holding MSFT
# of Institutions
6,473Shares Held
5.17BCall Options Held
74.6MPut Options Held
78.8M-
Vanguard Group Inc Valley Forge, PA691MShares$314 Billion4.84% of portfolio
-
Black Rock Inc. New York, NY554MShares$252 Billion5.69% of portfolio
-
State Street Corp Boston, MA296MShares$134 Billion4.7% of portfolio
-
Geode Capital Management, LLC Boston, MA175MShares$79.7 Billion5.32% of portfolio
-
Jpmorgan Chase & CO New York, NY142MShares$64.5 Billion4.18% of portfolio
About MICROSOFT CORP
- Ticker MSFT
- Exchange NASDAQ
- Sector Technology
- Industry Software—Infrastructure
- Shares Outstandng 7,454,470,144
- Market Cap $3.39T
- 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 ...