Soa Wealth Advisors, Llc. Microsoft Corp Transaction History

Soa Wealth Advisors, Llc.

$477 Million
Q1 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Microsoft Corp stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 42,064 shares of MSFT stock, worth $19.4 Million. This represents 3.71% of its overall portfolio holdings.

Number of Shares

42,064

Previous 41,794 0.65%

Holding current value

$19.4 Million

Previous $15.7 Million 12.6%

% of portfolio

3.71%

Previous 3.46%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	BUY	$367.75 - $429.37 $99,292 - $115,929	270 Added 0.65%	42,064 $17.7 Million
Q4 2023 Jan 10, 2024	SELL	$313.39 - $382.7 $127,236 - $155,376	-406 Reduced 0.96%	41,794 $15.7 Million
Q3 2023 Oct 10, 2023	SELL	$312.14 - $359.49 $85,526 - $98,500	-274 Reduced 0.65%	42,200 $13.3 Million
Q2 2023 Jul 07, 2023	SELL	$275.42 - $348.1 $88,409 - $111,740	-321 Reduced 0.75%	42,474 $14.5 Million
Q1 2023 Apr 28, 2023	BUY	$222.31 - $288.3 $14,894 - $19,316	67 Added 0.16%	42,795 $12.3 Million

Q4 2022 Jan 10, 2023	SELL	$214.25 - $257.22 $16,925 - $20,320	-79 Reduced 0.18%	42,728 $0
Q3 2022 Oct 07, 2022	BUY	$232.9 - $293.47 $95,023 - $119,735	408 Added 0.96%	42,807 $9.97 Million
Q2 2022 Jul 13, 2022	BUY	$242.26 - $314.97 $107,321 - $139,531	443 Added 1.06%	42,399 $10.9 Million
Q1 2022 Apr 07, 2022	BUY	$275.85 - $334.75 $35,032 - $42,513	127 Added 0.3%	41,956 $12.9 Million
Q4 2021 Jan 13, 2022	BUY	$283.11 - $343.11 $164,486 - $199,346	581 Added 1.41%	41,829 $14.2 Million
Q3 2021 Oct 12, 2021	BUY	$271.6 - $305.22 $529,076 - $594,568	1,948 Added 4.96%	41,248 $11.6 Million
Q2 2021 Jul 14, 2021	BUY	$239.0 - $271.4 $204,106 - $231,775	854 Added 2.22%	39,300 $10.6 Million
Q1 2021 Apr 26, 2021	BUY	$212.25 - $244.99 $165,555 - $191,092	780 Added 2.07%	38,446 $9.06 Million
Q4 2020 Mar 10, 2021	BUY	$202.33 - $224.96 $7.62 Million - $8.47 Million	37,666 New	37,666 $9.15 Million

Others Institutions Holding MSFT

# of Institutions

5,654

Shares Held

4.96B

Call Options Held

71.8M

Put Options Held

75.8M

View Full List

About MICROSOFT CORP

Ticker MSFT
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 7,454,470,144
Market Cap $3.43T
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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Soa Wealth Advisors, Llc. Microsoft Corp Transaction History