A detailed history of Summit Wealth Group, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Summit Wealth Group, LLC holds 6,544 shares of MSFT stock, worth $2.75 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
6,544
Holding current value
$2.75 Million
% of portfolio
0.88%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.13T
  • 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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