A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Microsoft Corp stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 7,680 shares of MSFT stock, worth $3.49 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
7,680
Previous 7,804 1.59%
Holding current value
$3.49 Million
Previous $3.49 Million 5.25%
% of portfolio
1.17%
Previous 1.34%

Shares

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

Oct 31, 2024

SELL
$395.15 - $467.56 $48,998 - $57,977
-124 Reduced 1.59%
7,680 $3.3 Million
Q2 2024

Aug 14, 2024

BUY
$389.33 - $452.85 $205,566 - $239,104
528 Added 7.26%
7,804 $3.49 Million
Q1 2024

May 14, 2024

SELL
$367.75 - $429.37 $29,052 - $33,920
-79 Reduced 1.07%
7,276 $3.06 Million
Q4 2023

Jan 29, 2024

BUY
$313.39 - $382.7 $92,763 - $113,279
296 Added 4.19%
7,355 $2.77 Million
Q3 2023

Nov 13, 2023

SELL
$312.14 - $359.49 $2,809 - $3,235
-9 Reduced 0.13%
7,059 $2.23 Million
Q2 2023

Aug 10, 2023

BUY
$275.42 - $348.1 $22,033 - $27,848
80 Added 1.14%
7,068 $2.41 Million
Q1 2023

May 15, 2023

BUY
$222.31 - $288.3 $5,113 - $6,630
23 Added 0.33%
6,988 $2.01 Million
Q4 2022

Jan 25, 2023

SELL
$214.25 - $257.22 $64,275 - $77,166
-300 Reduced 4.13%
6,965 $0
Q3 2022

Nov 10, 2022

SELL
$232.9 - $293.47 $20,728 - $26,118
-89 Reduced 1.21%
7,265 $1.69 Million
Q2 2022

Aug 11, 2022

BUY
$242.26 - $314.97 $18,896 - $24,567
78 Added 1.07%
7,354 $1.89 Million
Q1 2022

May 04, 2022

SELL
$275.85 - $334.75 $71,721 - $87,035
-260 Reduced 3.45%
7,276 $2.24 Million
Q3 2021

Nov 09, 2021

BUY
$271.6 - $305.22 $407,400 - $457,830
1,500 Added 24.85%
7,536 $2.13 Million
Q1 2021

May 10, 2021

BUY
$212.25 - $244.99 $202,698 - $233,965
955 Added 18.8%
6,036 $1.42 Million
Q4 2020

Feb 16, 2021

BUY
$202.33 - $224.96 $42,489 - $47,241
210 Added 4.31%
5,081 $1.13 Million
Q3 2020

Oct 26, 2020

SELL
$200.39 - $231.65 $86,768 - $100,304
-433 Reduced 8.16%
4,871 $1.03 Million
Q2 2020

Jul 13, 2020

BUY
$152.11 - $203.51 $177,360 - $237,292
1,166 Added 28.18%
5,304 $1.08 Million
Q1 2020

Apr 16, 2020

SELL
$135.42 - $188.7 $116,867 - $162,848
-863 Reduced 17.26%
4,138 $653,000
Q3 2019

Oct 17, 2019

BUY
$132.21 - $141.34 $158,916 - $169,890
1,202 Added 31.64%
5,001 $695,000
Q1 2019

Apr 26, 2019

BUY
$97.4 - $120.22 $487 - $601
5 Added 0.13%
3,799 $448,000
Q4 2018

Jan 18, 2019

BUY
$94.13 - $115.61 $357,129 - $438,624
3,794 New
3,794 $385,000

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.39T
  • 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 ...
More about MSFT
Track This Portfolio

Track Strategic Family Wealth Counselors, L.L.C. Portfolio

Follow Strategic Family Wealth Counselors, L.L.C. 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 Strategic Family Wealth Counselors, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Family Wealth Counselors, L.L.C. with notifications on news.