A detailed history of Summit Wealth Group LLC / CO transactions in Microsoft Corp stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 34,466 shares of MSFT stock, worth $17.5 Million. This represents 3.63% of its overall portfolio holdings.

Number of Shares
34,466
Previous 8,370 311.78%
Holding current value
$17.5 Million
Previous $4.16 Billion 161.39%
% of portfolio
3.63%
Previous 1.05%

Shares

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

Nov 14, 2025

BUY
$491.09 - $535.64 $12.8 Million - $14 Million
26,096 Added 311.78%
34,466 $10.9 Billion
Q2 2025

Aug 13, 2025

BUY
$354.56 - $497.45 $2.97 Million - $4.16 Million
8,370 New
8,370 $4.16 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 $3.78T
  • 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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