A detailed history of Strata Wealth Advisors, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 10,435 shares of MSFT stock, worth $4.5 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
10,435
Previous 10,366 0.67%
Holding current value
$4.5 Million
Previous $4.36 Billion 6.94%
% of portfolio
1.61%
Previous 1.53%

Shares

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

Aug 14, 2024

BUY
$389.33 - $452.85 $26,863 - $31,246
69 Added 0.67%
10,435 $4.66 Billion
Q1 2024

Apr 17, 2024

BUY
$367.75 - $429.37 $1.31 Million - $1.53 Million
3,573 Added 52.6%
10,366 $4.36 Billion
Q4 2023

Jan 31, 2024

BUY
$313.39 - $382.7 $297,720 - $363,565
950 Added 16.26%
6,793 $2.55 Billion
Q3 2023

Oct 26, 2023

SELL
$312.14 - $359.49 $2.79 Million - $3.21 Million
-8,943 Reduced 60.48%
5,843 $1.85 Billion
Q1 2023

May 10, 2023

SELL
$222.31 - $288.3 $7,113 - $9,225
-32 Reduced 0.22%
14,786 $4.26 Billion
Q4 2022

Apr 28, 2023

BUY
$214.25 - $257.22 $3.17 Million - $3.81 Million
14,818 New
14,818 $3.55 Billion

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.21T
  • 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
Track This Portfolio

Track Strata Wealth Advisors, LLC Portfolio

Follow Strata Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strata Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strata Wealth Advisors, LLC with notifications on news.