A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Microsoft Corp stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 6,082 shares of MSFT stock, worth $2.66 Million. This represents 2.93% of its overall portfolio holdings.

Number of Shares
6,082
Previous 4,422 37.54%
Holding current value
$2.66 Million
Previous $1.98 Billion 32.42%
% of portfolio
2.93%
Previous 2.99%

Shares

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

Nov 14, 2024

BUY
$395.15 - $467.56 $655,949 - $776,149
1,660 Added 37.54%
6,082 $2.62 Billion
Q2 2024

Aug 12, 2024

BUY
$389.33 - $452.85 $140,548 - $163,478
361 Added 8.89%
4,422 $1.98 Billion
Q1 2024

May 15, 2024

SELL
$367.75 - $429.37 $1,471 - $1,717
-4 Reduced 0.1%
4,061 $1.71 Billion
Q4 2023

Feb 13, 2024

BUY
$313.39 - $382.7 $1.27 Million - $1.56 Million
4,065 New
4,065 $1.53 Billion

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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