A detailed history of Vance Wealth, Inc. transactions in Microsoft Corp stock. As of the latest transaction made, Vance Wealth, Inc. holds 3,754 shares of MSFT stock, worth $1.58 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
3,754
Previous 3,550 5.75%
Holding current value
$1.58 Million
Previous $1.49 Million 12.32%
% of portfolio
0.69%
Previous 0.6%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

BUY
$389.33 - $452.85 $79,423 - $92,381
204 Added 5.75%
3,754 $1.68 Million
Q1 2024

Apr 30, 2024

BUY
$367.75 - $429.37 $92,673 - $108,201
252 Added 7.64%
3,550 $1.49 Million
Q3 2023

Nov 03, 2023

BUY
$312.14 - $359.49 $94,578 - $108,925
303 Added 10.12%
3,298 $1.04 Million
Q2 2023

Aug 02, 2023

SELL
$275.42 - $348.1 $40,486 - $51,170
-147 Reduced 4.68%
2,995 $1.02 Million
Q1 2023

May 10, 2023

BUY
$222.31 - $288.3 $232,980 - $302,138
1,048 Added 50.05%
3,142 $905,000
Q3 2022

Oct 31, 2022

BUY
$232.9 - $293.47 $79,186 - $99,779
340 Added 19.38%
2,094 $488,000
Q2 2022

Aug 09, 2022

BUY
$242.26 - $314.97 $14,777 - $19,213
61 Added 3.6%
1,754 $450,000
Q1 2022

May 13, 2022

BUY
$275.85 - $334.75 $3,310 - $4,017
12 Added 0.71%
1,693 $522,000
Q4 2021

Feb 18, 2022

BUY
$283.11 - $343.11 $475,907 - $576,767
1,681 New
1,681 $565,000

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
Track This Portfolio

Track Vance Wealth, Inc. Portfolio

Follow Vance Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vance Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Vance Wealth, Inc. with notifications on news.