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 594,910 shares of MSFT stock, worth $260 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
594,910
Previous 608,990 2.31%
Holding current value
$260 Million
Previous $272 Million 5.97%
% of portfolio
1.29%
Previous 2.36%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.25T
  • 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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