Tobias Financial Advisors, Inc. Microsoft Corp Transaction History

Tobias Financial Advisors, Inc.

$452 Million
Q2 2024

A detailed history of Tobias Financial Advisors, Inc. transactions in Microsoft Corp stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 3,292 shares of MSFT stock, worth $1.42 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

3,292

Previous 3,029 8.68%

Holding current value

$1.42 Million

Previous $1.27 Million 15.46%

% of portfolio

0.33%

Previous 0.3%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$389.33 - $452.85 $102,393 - $119,099	263 Added 8.68%	3,292 $1.47 Million
Q1 2024 May 02, 2024	BUY	$367.75 - $429.37 $364,072 - $425,076	990 Added 48.55%	3,029 $1.27 Million
Q4 2023 Feb 14, 2024	BUY	$313.39 - $382.7 $63,931 - $78,070	204 Added 11.12%	2,039 $766,000
Q3 2023 Nov 03, 2023	SELL	$312.14 - $359.49 $28,404 - $32,713	-91 Reduced 4.72%	1,835 $579,000
Q2 2023 Aug 03, 2023	BUY	$275.42 - $348.1 $63,897 - $80,759	232 Added 13.7%	1,926 $655,000
Q1 2023 Apr 24, 2023	SELL	$222.31 - $288.3 $82,254 - $106,671	-370 Reduced 17.93%	1,694 $488,000
Q4 2022 Feb 13, 2023	BUY	$214.25 - $257.22 $54,205 - $65,076	253 Added 13.97%	2,064 $494,000
Q3 2022 Nov 14, 2022	SELL	$232.9 - $293.47 $232 - $293	-1 Reduced 0.06%	1,811 $422,000
Q2 2022 Aug 12, 2022	BUY	$242.26 - $314.97 $148,747 - $193,391	614 Added 51.25%	1,812 $465,000
Q1 2022 May 09, 2022	SELL	$275.85 - $334.75 $4.1 Million - $4.97 Million	-14,859 Reduced 92.54%	1,198 $369,000
Q4 2021 Feb 09, 2022	BUY	$283.11 - $343.11 $4.23 Million - $5.13 Million	14,952 Added 1353.12%	16,057 $5.4 Million
Q3 2021 Nov 15, 2021	SELL	$271.6 - $305.22 $10,864 - $12,208	-40 Reduced 3.49%	1,105 $312,000
Q2 2021 Aug 12, 2021	BUY	$239.0 - $271.4 $18,164 - $20,626	76 Added 7.11%	1,145 $310,000
Q1 2021 May 07, 2021	SELL	$212.25 - $244.99 $15,069 - $17,394	-71 Reduced 6.23%	1,069 $252,000
Q4 2020 Feb 12, 2021	SELL	$202.33 - $224.96 $128,681 - $143,074	-636 Reduced 35.81%	1,140 $254,000
Q3 2020 Nov 05, 2020	SELL	$200.39 - $231.65 $1,803 - $2,084	-9 Reduced 0.5%	1,776 $374,000
Q2 2020 Nov 05, 2020	SELL	$152.11 - $203.51 $8,061 - $10,786	-53 Reduced 2.88%	1,785 $363,000
Q1 2020 May 13, 2020	SELL	$135.42 - $188.7 $60,397 - $84,160	-446 Reduced 19.53%	1,838 $290,000
Q4 2019 Feb 04, 2020	BUY	$134.65 - $158.96 $307,540 - $363,064	2,284 New	2,284 $360,000

Others Institutions Holding MSFT

# of Institutions

5,756

Shares Held

5.08B

Call Options Held

76.7M

Put Options Held

68.8M

View Full List

About MICROSOFT CORP

Ticker MSFT
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 7,454,470,144
Market Cap $3.21T
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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Tobias Financial Advisors, Inc. Microsoft Corp Transaction History