Summit Financial Wealth Advisors, LLC Microsoft Corp Transaction History

Summit Financial Wealth Advisors, LLC

  • $609 Million
  • Q3 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 11,963 shares of MSFT stock, worth $6.28 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
11,963
Previous 10,156 17.79%
Holding current value
$6.28 Million
Previous $5.05 Million 22.67%
% of portfolio
1.02%
Previous 0.94%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 03, 2025
BUY
$491.09 - $535.64 $887,399 - $967,901
1,807 Added 17.79%
11,963 $6.2 Million
Q2 2025

Sep 29, 2025
BUY
$354.56 - $497.45 $490,356 - $687,973
1,383 Added 15.76%
10,156 $5.05 Million
Q1 2025

May 14, 2025
BUY
$375.39 - $447.2 $4,129 - $4,919
11 Added 0.13%
8,773 $3.29 Million
Q4 2024

Feb 13, 2025
SELL
$406.35 - $454.46 $21,536 - $24,086
-53 Reduced 0.6%
8,762 $3.69 Million
Q3 2024

Nov 13, 2024
BUY
$395.15 - $467.56 $2,370 - $2,805
6 Added 0.07%
8,815 $3.79 Million
Q2 2024

Aug 12, 2024
SELL
$389.33 - $452.85 $209,459 - $243,633
-538 Reduced 5.76%
8,809 $3.94 Million
Q1 2024

May 02, 2024
SELL
$367.75 - $429.37 $23,903 - $27,909
-65 Reduced 0.69%
9,347 $3.93 Million
Q4 2023

Jan 19, 2024
BUY
$313.39 - $382.7 $30,085 - $36,739
96 Added 1.03%
9,412 $3.54 Million
Q3 2023

Nov 13, 2023
BUY
$312.14 - $359.49 $415,770 - $478,840
1,332 Added 16.68%
9,316 $2.94 Million
Q2 2023

Jul 12, 2023
SELL
$275.42 - $348.1 $28,368 - $35,854
-103 Reduced 1.27%
7,984 $2.72 Million
Q1 2023

Apr 10, 2023
SELL
$222.31 - $288.3 $7,558 - $9,802
-34 Reduced 0.42%
8,087 $2.33 Million
Q4 2022

Jan 17, 2023
SELL
$214.25 - $257.22 $187,468 - $225,067
-875 Reduced 9.73%
8,121 $0
Q3 2022

Oct 28, 2022
BUY
$232.9 - $293.47 $6,987 - $8,804
30 Added 0.33%
8,996 $2.04 Million
Q2 2022

Jul 26, 2022
BUY
$242.26 - $314.97 $59,838 - $77,797
247 Added 2.83%
8,966 $2.32 Million
Q1 2022

May 06, 2022
SELL
$275.85 - $334.75 $291,297 - $353,496
-1,056 Reduced 10.8%
8,719 $2.69 Million
Q4 2021

Jan 12, 2022
SELL
$283.11 - $343.11 $270,653 - $328,013
-956 Reduced 8.91%
9,775 $3.22 Million
Q3 2021

Nov 05, 2021
BUY
$271.6 - $305.22 $192,836 - $216,706
710 Added 7.09%
10,731 $3.03 Million
Q2 2021

Aug 09, 2021
SELL
$239.0 - $271.4 $288,712 - $327,851
-1,208 Reduced 10.76%
10,021 $2.72 Million
Q1 2021

Apr 23, 2021
SELL
$212.25 - $244.99 $84,263 - $97,261
-397 Reduced 3.41%
11,229 $2.5 Million
Q4 2020

Jan 11, 2021
SELL
$202.33 - $224.96 $166,315 - $184,917
-822 Reduced 6.6%
11,626 $2.45 Million
Q3 2020

Nov 09, 2020
SELL
$200.39 - $231.65 $46,891 - $54,206
-234 Reduced 1.85%
12,448 $2.52 Million
Q2 2020

Jul 16, 2020
BUY
$152.11 - $203.51 $39,092 - $52,302
257 Added 2.07%
12,682 $2.7 Million
Q1 2020

Apr 29, 2020
SELL
$135.42 - $188.7 $286,413 - $399,100
-2,115 Reduced 14.55%
12,425 $2.05 Million
Q4 2019

Jan 28, 2020
SELL
$134.65 - $158.96 $104,488 - $123,352
-776 Reduced 5.07%
14,540 $2.36 Million
Q3 2019

Nov 05, 2019
SELL
$132.21 - $141.34 $27,764 - $29,681
-210 Reduced 1.35%
15,316 $2.14 Million
Q2 2019

Jul 16, 2019
BUY
$119.02 - $137.78 $23,804 - $27,556
200 Added 1.3%
15,526 $2.08 Million
Q1 2019

May 01, 2019
SELL
$97.4 - $120.22 $45,583 - $56,262
-468 Reduced 2.96%
15,326 $1.84 Million
Q4 2018

Feb 01, 2019
SELL
$94.13 - $115.61 $9,413 - $11,561
-100 Reduced 0.63%
15,794 $1.6 Million
Q3 2018

Oct 22, 2018
SELL
$99.05 - $114.67 $95,781 - $110,885
-967 Reduced 5.74%
15,894 $1.71 Million
Q1 2018

Apr 09, 2018
BUY
$85.01 - $96.77 $1.03 Million - $1.17 Million
12,111 Added 254.97%
16,861 $1.54 Million
Q1 2018

Apr 06, 2018
SELL
$85.01 - $96.77 $1.08 Million - $1.23 Million
-12,726 Reduced 72.82%
4,750 $434,000
Q4 2017

Feb 05, 2018
SELL
$74.26 - $86.85 $300,158 - $351,047
-4,042 Reduced 18.78%
17,476 $1.5 Million
Q3 2017

Nov 06, 2017
SELL
$71.41 - $75.44 $181,667 - $191,919
-2,544 Reduced 10.57%
21,518 $1.6 Million
Q2 2017

Aug 14, 2017
BUY
N/A
24,062
24,062 $1.66 Million

Others Institutions Holding MSFT

# of Institutions
6,656
Shares Held
6.12B
Call Options Held
95.3M
Put Options Held
79.3M
View Full List

About MICROSOFT CORP

MSFT Quotes by TradingView
  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.91T
  • 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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