Summit Wealth Group, LLC Microsoft Corp Transaction History

Summit Wealth Group, LLC

$398 Million
Q3 2025

A detailed history of Summit Wealth Group, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Summit Wealth Group, LLC holds 6,436 shares of MSFT stock, worth $3.27 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

6,436

Previous 6,652 3.25%

Holding current value

$3.27 Million

Previous $3.31 Million 0.73%

% of portfolio

0.84%

Previous 0.85%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$491.09 - $535.64 $106,075 - $115,698	-216 Reduced 3.25%	6,436 $3.33 Million
Q2 2025 Aug 06, 2025	BUY	$354.56 - $497.45 $59,920 - $84,069	169 Added 2.61%	6,652 $3.31 Million
Q1 2025 May 02, 2025	SELL	$375.39 - $447.2 $16,892 - $20,124	-45 Reduced 0.69%	6,483 $2.43 Million
Q4 2024 Feb 04, 2025	SELL	$406.35 - $454.46 $8,533 - $9,543	-21 Reduced 0.32%	6,528 $2.75 Million
Q3 2024 Nov 08, 2024	BUY	$395.15 - $467.56 $1,975 - $2,337	5 Added 0.08%	6,549 $2.82 Million

Q2 2024 Jul 31, 2024	BUY	$389.33 - $452.85 $2.55 Million - $2.96 Million	6,544 New	6,544 $2.93 Million
Q2 2023 Jul 26, 2023	SELL	$275.42 - $348.1 $188 Million - $237 Million	-680,857 Reduced 99.65%	2,370 $807,000
Q1 2023 May 10, 2023	BUY	$222.31 - $288.3 $152 Million - $197 Million	683,227 New	683,227 $2,000
Q4 2021 Feb 14, 2022	SELL	$283.11 - $343.11 $724,761 - $878,361	-2,560 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$271.6 - $305.22 $695,296 - $781,363	2,560 New	2,560 $722,000
Q1 2021 May 11, 2021	SELL	$212.25 - $244.99 $492,207 - $568,131	-2,319 Closed	0 $0
Q3 2020 Nov 06, 2020	SELL	$200.39 - $231.65 $17,033 - $19,690	-85 Reduced 3.54%	2,319 $488,000
Q2 2020 Aug 06, 2020	BUY	$152.11 - $203.51 $49,435 - $66,140	325 Added 15.63%	2,404 $489,000
Q4 2019 Feb 10, 2020	BUY	$134.65 - $158.96 $279,937 - $330,477	2,079 New	2,079 $328,000

Others Institutions Holding MSFT

# of Institutions

6,773

Shares Held

5.98B

Call Options Held

94.4M

Put Options Held

85M

View Full List

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 ...

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Summit Wealth Group, LLC Microsoft Corp Transaction History