United Capital Financial Advisers, LLC Microsoft Corp Transaction History

United Capital Financial Advisers, LLC

  • $12.1 Billion
  • Q2 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Microsoft Corp stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 659,548 shares of MSFT stock, worth $349 Million. This represents 2.71% of its overall portfolio holdings.

Number of Shares
659,548
Previous 650,338 1.42%
Holding current value
$349 Million
Previous $244 Million 34.38%
% of portfolio
2.71%
Previous 2.12%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$354.56 - $497.45 $3.27 Million - $4.58 Million
9,210 Added 1.42%
659,548 $328 Million
Q1 2025

May 13, 2025
BUY
$375.39 - $447.2 $10.6 Million - $12.6 Million
28,204 Added 4.53%
650,338 $244 Million
Q4 2024

Feb 13, 2025
BUY
$406.35 - $454.46 $11.1 Million - $12.4 Million
27,224 Added 4.58%
622,134 $262 Million
Q3 2024

Nov 12, 2024
SELL
$395.15 - $467.56 $5.56 Million - $6.58 Million
-14,080 Reduced 2.31%
594,910 $256 Million
Q2 2024

Aug 14, 2024
SELL
$389.33 - $452.85 $23.6 Million - $27.5 Million
-60,693 Reduced 9.06%
608,990 $272 Million
Q1 2024

May 15, 2024
SELL
$367.75 - $429.37 $13.8 Million - $16.2 Million
-37,618 Reduced 5.32%
669,683 $282 Million
Q4 2023

Feb 14, 2024
SELL
$313.39 - $382.7 $21.9 Million - $26.7 Million
-69,773 Reduced 8.98%
707,301 $266 Million
Q3 2023

Nov 14, 2023
SELL
$312.14 - $359.49 $21.3 Million - $24.6 Million
-68,298 Reduced 8.08%
777,074 $245 Million
Q2 2023

Aug 14, 2023
SELL
$275.42 - $348.1 $38.3 Million - $48.4 Million
-139,059 Reduced 14.13%
845,372 $288 Million
Q1 2023

Aug 14, 2023
BUY
$222.31 - $288.3 $22.5 Million - $29.2 Million
101,205 Added 11.97%
946,577 $273 Million
Q1 2023

May 15, 2023
SELL
$222.31 - $288.3 $13.4 Million - $17.3 Million
-60,053 Reduced 5.75%
984,431 $284 Million
Q4 2022

Feb 14, 2023
SELL
$214.25 - $257.22 $27.9 Million - $33.5 Million
-130,130 Reduced 11.08%
1,044,484 $250 Million
Q3 2022

Nov 14, 2022
SELL
$232.9 - $293.47 $7.38 Million - $9.29 Million
-31,669 Reduced 2.63%
1,174,614 $274 Million
Q2 2022

Aug 11, 2022
BUY
$242.26 - $314.97 $13.3 Million - $17.3 Million
55,000 Added 4.78%
1,206,283 $310 Million
Q1 2022

May 16, 2022
SELL
$275.85 - $334.75 $1.33 Million - $1.61 Million
-4,807 Reduced 0.42%
1,151,283 $355 Million
Q4 2021

Feb 14, 2022
SELL
$283.11 - $343.11 $9.41 Million - $11.4 Million
-33,246 Reduced 2.8%
1,156,090 $389 Million
Q3 2021

Nov 15, 2021
SELL
$271.6 - $305.22 $3.01 Million - $3.38 Million
-11,072 Reduced 0.92%
1,189,336 $335 Million
Q2 2021

Aug 13, 2021
BUY
$239.0 - $271.4 $2.21 Million - $2.51 Million
9,234 Added 0.78%
1,200,408 $325 Million
Q1 2021

May 14, 2021
SELL
$212.25 - $244.99 $425,985 - $491,694
-2,007 Reduced 0.17%
1,191,174 $281 Million
Q4 2020

Feb 17, 2021
SELL
$202.33 - $224.96 $133,335 - $148,248
-659 Reduced 0.06%
1,193,181 $265 Million
Q3 2020

Nov 13, 2020
SELL
$200.39 - $231.65 $2.16 Million - $2.49 Million
-10,765 Reduced 0.89%
1,193,840 $251 Million
Q2 2020

Aug 13, 2020
BUY
$152.11 - $203.51 $1.27 Million - $1.7 Million
8,356 Added 0.7%
1,204,605 $245 Million
Q1 2020

May 15, 2020
SELL
$135.42 - $188.7 $15 Million - $21 Million
-111,134 Reduced 8.5%
1,196,249 $177 Million
Q4 2019

Feb 14, 2020
BUY
$134.65 - $158.96 $22.7 Million - $26.8 Million
168,515 Added 14.8%
1,307,383 $206 Million
Q3 2019

Nov 14, 2019
SELL
$132.21 - $141.34 $16.3 Million - $17.4 Million
-123,135 Reduced 9.76%
1,138,868 $158 Million
Q2 2019

Aug 13, 2019
BUY
$119.02 - $137.78 $14.3 Million - $16.6 Million
120,309 Added 10.54%
1,262,003 $169 Million
Q1 2019

May 14, 2019
BUY
$97.4 - $120.22 $787,381 - $971,858
8,084 Added 0.71%
1,141,694 $135 Million
Q4 2018

Feb 14, 2019
BUY
$94.13 - $115.61 $966,526 - $1.19 Million
10,268 Added 0.91%
1,133,610 $115 Million
Q3 2018

Nov 14, 2018
BUY
$99.05 - $114.67 $1.07 Million - $1.24 Million
10,830 Added 0.97%
1,123,342 $128 Million
Q2 2018

Aug 14, 2018
BUY
$88.52 - $102.49 $1.19 Million - $1.37 Million
13,403 Added 1.22%
1,112,512 $110 Million
Q1 2018

May 15, 2018
BUY
$85.01 - $96.77 $2.81 Million - $3.2 Million
33,045 Added 3.1%
1,099,109 $100 Million
Q4 2017

Feb 13, 2018
SELL
$74.26 - $86.85 $2.03 Million - $2.38 Million
-27,350 Reduced 2.5%
1,066,064 $91.4 Million
Q3 2017

Nov 14, 2017
BUY
$71.41 - $75.44 $1.52 Million - $1.6 Million
21,266 Added 1.98%
1,093,414 $81.4 Million
Q2 2017

Aug 14, 2017
BUY
N/A
1,072,148
1,072,148 $73.9 Million

Others Institutions Holding MSFT

# of Institutions
6,564
Shares Held
6.15B
Call Options Held
72.7M
Put Options Held
86M
View Full List

About MICROSOFT CORP

MSFT Quotes by TradingView
  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.95T
  • 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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