A detailed history of Tria Gen Wealth Management LLC transactions in Microsoft Corp stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 4,923 shares of MSFT stock, worth $2.07 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
4,923
Previous 4,949 0.53%
Holding current value
$2.07 Million
Previous $1.86 Million 11.28%
% of portfolio
0.94%
Previous 0.91%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

SELL
$367.75 - $429.37 $9,561 - $11,163
-26 Reduced 0.53%
4,923 $2.07 Million
Q4 2023

Jan 22, 2024

SELL
$313.39 - $382.7 $17,236 - $21,048
-55 Reduced 1.1%
4,949 $1.86 Million
Q2 2023

Aug 08, 2023

BUY
$275.42 - $348.1 $25,614 - $32,373
93 Added 1.89%
5,004 $1.7 Million
Q1 2023

Apr 24, 2023

BUY
$222.31 - $288.3 $22,453 - $29,118
101 Added 2.1%
4,911 $1.42 Million
Q4 2022

Feb 09, 2023

BUY
$214.25 - $257.22 $116,337 - $139,670
543 Added 12.73%
4,810 $1.15 Million
Q3 2022

Oct 21, 2022

SELL
$232.9 - $293.47 $9,548 - $12,032
-41 Reduced 0.95%
4,267 $994,000
Q2 2022

Jul 29, 2022

SELL
$242.26 - $314.97 $115,800 - $150,555
-478 Reduced 9.99%
4,308 $1.11 Million
Q1 2022

Apr 29, 2022

SELL
$275.85 - $334.75 $39,722 - $48,204
-144 Reduced 2.92%
4,786 $1.48 Million
Q3 2021

Nov 10, 2021

SELL
$271.6 - $305.22 $2,716 - $3,052
-10 Reduced 0.2%
4,930 $1.39 Million
Q2 2021

Aug 02, 2021

SELL
$239.0 - $271.4 $39,674 - $45,052
-166 Reduced 3.25%
4,940 $1.41 Million
Q1 2021

Apr 26, 2021

SELL
$212.25 - $244.99 $4,245 - $4,899
-20 Reduced 0.39%
5,106 $1.2 Million
Q4 2020

Feb 02, 2021

BUY
$202.33 - $224.96 $1.04 Million - $1.15 Million
5,126 New
5,126 $1.14 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 $3.13T
  • 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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