A detailed history of Triad Financial Advisors, Inc. transactions in Microsoft Corp stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 6,527 shares of MSFT stock, worth $3 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
6,527
Previous 5,783 12.87%
Holding current value
$3 Million
Previous $1.97 Million 4.62%
% of portfolio
0.77%
Previous 0.82%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023

BUY
$312.14 - $359.49 $232,232 - $267,460
744 Added 12.87%
6,527 $2.06 Million
Q2 2023

Jul 31, 2023

SELL
$275.42 - $348.1 $15,423 - $19,493
-56 Reduced 0.96%
5,783 $1.97 Million
Q1 2023

May 05, 2023

SELL
$222.31 - $288.3 $78,697 - $102,058
-354 Reduced 5.72%
5,839 $1.68 Million
Q4 2022

Feb 14, 2023

SELL
$214.25 - $257.22 $205,251 - $246,416
-958 Reduced 13.4%
6,193 $1.49 Million
Q3 2022

Nov 04, 2022

BUY
$232.9 - $293.47 $3,726 - $4,695
16 Added 0.22%
7,151 $1.67 Million
Q2 2022

Aug 11, 2022

SELL
$242.26 - $314.97 $54,023 - $70,238
-223 Reduced 3.03%
7,135 $1.83 Million
Q1 2022

May 09, 2022

BUY
$275.85 - $334.75 $5,792 - $7,029
21 Added 0.29%
7,358 $2.27 Million
Q4 2021

May 09, 2022

BUY
$283.11 - $343.11 $2.08 Million - $2.52 Million
7,337 New
7,337 $2.47 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 $3.42T
  • 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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