A detailed history of Summit Wealth Partners, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 5,970 shares of MSFT stock, worth $2.46 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
5,970
Previous 6,454 7.5%
Holding current value
$2.46 Million
Previous $2.88 Billion 10.95%
% of portfolio
0.49%
Previous 0.6%

Shares

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

Oct 28, 2024

SELL
$395.15 - $467.56 $191,252 - $226,299
-484 Reduced 7.5%
5,970 $2.57 Billion
Q2 2024

Sep 11, 2024

BUY
$389.33 - $452.85 $322,754 - $375,412
829 Added 14.74%
6,454 $2.88 Billion
Q1 2024

Sep 11, 2024

SELL
$367.75 - $429.37 $71,711 - $83,727
-195 Reduced 3.35%
5,625 $2.37 Billion
Q4 2023

Sep 11, 2024

SELL
$313.39 - $382.7 $9,715 - $11,863
-31 Reduced 0.53%
5,820 $2.19 Billion
Q3 2023

Sep 11, 2024

SELL
$312.14 - $359.49 $152,948 - $176,150
-490 Reduced 7.73%
5,851 $1.85 Billion
Q4 2022

Sep 11, 2024

SELL
$214.25 - $257.22 $48,420 - $58,131
-226 Reduced 3.44%
6,341 $1.52 Billion
Q3 2022

Sep 11, 2024

BUY
$232.9 - $293.47 $20,961 - $26,412
90 Added 1.39%
6,567 $1.53 Billion
Q2 2022

Sep 11, 2024

BUY
$242.26 - $314.97 $93,027 - $120,948
384 Added 6.3%
6,477 $1.66 Billion
Q1 2022

Sep 11, 2024

SELL
$275.85 - $334.75 $54,894 - $66,615
-199 Reduced 3.16%
6,093 $1.88 Billion
Q4 2021

Sep 10, 2024

BUY
$283.11 - $343.11 $6,228 - $7,548
22 Added 0.35%
6,292 $2.12 Billion
Q3 2021

Sep 10, 2024

BUY
$271.6 - $305.22 $88,813 - $99,806
327 Added 5.5%
6,270 $1.77 Billion
Q2 2021

Sep 10, 2024

BUY
$239.0 - $271.4 $5,497 - $6,242
23 Added 0.39%
5,943 $1.61 Billion
Q1 2021

Sep 10, 2024

SELL
$212.25 - $244.99 $93,814 - $108,285
-442 Reduced 6.95%
5,920 $1.4 Billion
Q4 2020

Sep 10, 2024

BUY
$202.33 - $224.96 $3,034 - $3,374
15 Added 0.24%
6,362 $1.42 Billion
Q3 2020

Sep 10, 2024

SELL
$200.39 - $231.65 $9,819 - $11,350
-49 Reduced 0.77%
6,347 $1.34 Billion
Q2 2020

Sep 10, 2024

BUY
$152.11 - $203.51 $204,131 - $273,110
1,342 Added 26.55%
6,396 $1.3 Billion
Q1 2020

Sep 10, 2024

BUY
$135.42 - $188.7 $49,699 - $69,252
367 Added 7.83%
5,054 $797 Million
Q4 2019

Sep 09, 2024

BUY
$134.65 - $158.96 $631,104 - $745,045
4,687 New
4,687 $739 Million

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.08T
  • 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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