A detailed history of Sweet Financial Partners, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 15,536 shares of MSFT stock, worth $6.78 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares
15,536
Previous 15,738 1.28%
Holding current value
$6.78 Million
Previous $7.03 Million 4.98%
% of portfolio
1.5%
Previous 1.66%

Shares

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

Oct 16, 2024

SELL
$395.15 - $467.56 $79,820 - $94,447
-202 Reduced 1.28%
15,536 $6.68 Million
Q2 2024

Jul 18, 2024

BUY
$389.33 - $452.85 $122,638 - $142,647
315 Added 2.04%
15,738 $7.03 Million
Q1 2024

Apr 23, 2024

BUY
$367.75 - $429.37 $91,569 - $106,913
249 Added 1.64%
15,423 $6.49 Million
Q4 2023

Jan 12, 2024

BUY
$313.39 - $382.7 $362,592 - $442,783
1,157 Added 8.25%
15,174 $5.71 Million
Q3 2023

Oct 23, 2023

BUY
$312.14 - $359.49 $223,492 - $257,394
716 Added 5.38%
14,017 $4.43 Million
Q2 2023

Jul 24, 2023

BUY
$275.42 - $348.1 $264,678 - $334,524
961 Added 7.79%
13,301 $4.53 Million
Q1 2023

Apr 14, 2023

BUY
$222.31 - $288.3 $76,919 - $99,751
346 Added 2.88%
12,340 $3.56 Million
Q4 2022

Jan 19, 2023

BUY
$214.25 - $257.22 $743,876 - $893,067
3,472 Added 40.74%
11,994 $0
Q3 2022

Nov 10, 2022

BUY
$232.9 - $293.47 $78,254 - $98,605
336 Added 4.1%
8,522 $1.99 Million
Q2 2022

Aug 03, 2022

BUY
$242.26 - $314.97 $381,559 - $496,077
1,575 Added 23.82%
8,186 $2.1 Million
Q1 2022

Apr 22, 2022

BUY
$275.85 - $334.75 $678,591 - $823,485
2,460 Added 59.26%
6,611 $2.04 Million
Q4 2021

Feb 07, 2022

BUY
$283.11 - $343.11 $1.18 Million - $1.42 Million
4,151 New
4,151 $1.4 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 $3.25T
  • 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
Track This Portfolio

Track Sweet Financial Partners, LLC Portfolio

Follow Sweet Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sweet Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sweet Financial Partners, LLC with notifications on news.