A detailed history of Summit Financial Strategies, Inc. transactions in Microsoft Corp stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 25,133 shares of MSFT stock, worth $10.5 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
25,133
Previous 23,913 5.1%
Holding current value
$10.5 Million
Previous $10.7 Million 1.17%
% of portfolio
1.32%
Previous 1.43%

Shares

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

Oct 16, 2024

BUY
$395.15 - $467.56 $482,083 - $570,423
1,220 Added 5.1%
25,133 $10.8 Million
Q2 2024

Jul 19, 2024

SELL
$389.33 - $452.85 $133,929 - $155,780
-344 Reduced 1.42%
23,913 $10.7 Million
Q1 2024

May 09, 2024

BUY
$367.75 - $429.37 $119,518 - $139,545
325 Added 1.36%
24,257 $10.2 Million
Q4 2023

Feb 13, 2024

SELL
$313.39 - $382.7 $96,210 - $117,488
-307 Reduced 1.27%
23,932 $9 Million
Q3 2023

Oct 24, 2023

BUY
$312.14 - $359.49 $17,167 - $19,771
55 Added 0.23%
24,239 $7.65 Million
Q2 2023

Jul 21, 2023

BUY
$275.42 - $348.1 $185,908 - $234,967
675 Added 2.87%
24,184 $8.24 Million
Q1 2023

Apr 21, 2023

SELL
$222.31 - $288.3 $33,346 - $43,245
-150 Reduced 0.63%
23,509 $6.78 Million
Q4 2022

Jan 20, 2023

SELL
$214.25 - $257.22 $323,089 - $387,887
-1,508 Reduced 5.99%
23,659 $0
Q3 2022

Oct 21, 2022

BUY
$232.9 - $293.47 $705,221 - $888,627
3,028 Added 13.68%
25,167 $5.86 Million
Q2 2022

Jul 25, 2022

BUY
$242.26 - $314.97 $32,462 - $42,205
134 Added 0.61%
22,139 $5.69 Million
Q1 2022

May 04, 2022

BUY
$275.85 - $334.75 $70,341 - $85,361
255 Added 1.17%
22,005 $6.78 Million
Q4 2021

Feb 03, 2022

BUY
$283.11 - $343.11 $33,973 - $41,173
120 Added 0.55%
21,750 $7.32 Million
Q3 2021

Nov 10, 2021

BUY
$271.6 - $305.22 $4,345 - $4,883
16 Added 0.07%
21,630 $6.1 Million
Q2 2021

Aug 11, 2021

BUY
$239.0 - $271.4 $3.13 Million - $3.56 Million
13,117 Added 154.37%
21,614 $5.86 Million
Q1 2021

May 11, 2021

BUY
$212.25 - $244.99 $34,809 - $40,178
164 Added 1.97%
8,497 $2 Million
Q4 2020

Feb 05, 2021

BUY
$202.33 - $224.96 $64,745 - $71,987
320 Added 3.99%
8,333 $1.85 Million
Q3 2020

Nov 16, 2020

SELL
$200.39 - $231.65 $17,433 - $20,153
-87 Reduced 1.07%
8,013 $1.69 Million
Q2 2020

Jul 31, 2020

SELL
$152.11 - $203.51 $25,554 - $34,189
-168 Reduced 2.03%
8,100 $1.65 Million
Q1 2020

May 11, 2020

BUY
$135.42 - $188.7 $197,577 - $275,313
1,459 Added 21.43%
8,268 $1.3 Million
Q4 2019

Feb 11, 2020

BUY
$134.65 - $158.96 $1,885 - $2,225
14 Added 0.21%
6,809 $1.07 Million
Q3 2019

Nov 14, 2019

SELL
$132.21 - $141.34 $17,319 - $18,515
-131 Reduced 1.89%
6,795 $945,000
Q2 2019

Aug 08, 2019

SELL
$119.02 - $137.78 $15,472 - $17,911
-130 Reduced 1.84%
6,926 $928,000
Q1 2019

May 14, 2019

SELL
$97.4 - $120.22 $191,001 - $235,751
-1,961 Reduced 21.75%
7,056 $832,000
Q4 2018

Feb 06, 2019

SELL
$94.13 - $115.61 $18,355 - $22,543
-195 Reduced 2.12%
9,017 $916,000
Q3 2018

Nov 09, 2018

BUY
$99.05 - $114.67 $19,710 - $22,819
199 Added 2.21%
9,212 $1.05 Million
Q2 2018

Aug 06, 2018

BUY
$88.52 - $102.49 $3,363 - $3,894
38 Added 0.42%
9,013 $889,000
Q1 2018

May 14, 2018

SELL
$85.01 - $96.77 $6,630 - $7,548
-78 Reduced 0.86%
8,975 $819,000
Q4 2017

Jan 29, 2018

SELL
$74.26 - $86.85 $2,524 - $2,952
-34 Reduced 0.37%
9,053 $774,000
Q3 2017

Nov 09, 2017

BUY
$71.41 - $75.44 $648,902 - $685,523
9,087
9,087 $677,000

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.11T
  • 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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