A detailed history of Tobias Financial Advisors, Inc. transactions in Microsoft Corp stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 3,523 shares of MSFT stock, worth $1.55 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
3,523
Previous 3,292 7.02%
Holding current value
$1.55 Million
Previous $1.47 Million 2.99%
% of portfolio
0.31%
Previous 0.33%

Shares

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

Oct 30, 2024

BUY
$395.15 - $467.56 $91,279 - $108,006
231 Added 7.02%
3,523 $1.52 Million
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

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.27T
  • 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 Tobias Financial Advisors, Inc. Portfolio

Follow Tobias Financial Advisors, Inc. 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 Tobias Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tobias Financial Advisors, Inc. with notifications on news.