Vista Wealth Management Group, LLC Microsoft Corp Transaction History

Vista Wealth Management Group, LLC

$1.49 Billion
Q4 2024

A detailed history of Vista Wealth Management Group, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 21,125 shares of MSFT stock, worth $8.67 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

21,125

Previous 20,017 5.54%

Holding current value

$8.67 Million

Previous $8.61 Million 3.4%

% of portfolio

0.6%

Previous 0.59%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$406.35 - $454.46 $450,235 - $503,541	1,108 Added 5.54%	21,125 $8.9 Million
Q3 2024 Nov 06, 2024	BUY	$395.15 - $467.56 $250,525 - $296,433	634 Added 3.27%	20,017 $8.61 Million
Q2 2024 Jul 30, 2024	BUY	$389.33 - $452.85 $101,225 - $117,741	260 Added 1.36%	19,383 $8.66 Million
Q1 2024 Apr 29, 2024	SELL	$367.75 - $429.37 $518,527 - $605,411	-1,410 Reduced 6.87%	19,123 $8.05 Million
Q4 2023 Feb 12, 2024	BUY	$313.39 - $382.7 $405,840 - $495,596	1,295 Added 6.73%	20,533 $7.72 Million
Q3 2023 Nov 14, 2023	BUY	$312.14 - $359.49 $756,315 - $871,044	2,423 Added 14.41%	19,238 $6.07 Million
Q2 2023 Aug 02, 2023	BUY	$275.42 - $348.1 $119,807 - $151,423	435 Added 2.66%	16,815 $5.73 Million
Q1 2023 May 04, 2023	SELL	$222.31 - $288.3 $75,585 - $98,022	-340 Reduced 2.03%	16,380 $4.72 Million
Q4 2022 Feb 07, 2023	BUY	$214.25 - $257.22 $328,016 - $393,803	1,531 Added 10.08%	16,720 $4.01 Million
Q3 2022 Oct 25, 2022	BUY	$232.9 - $293.47 $5,123 - $6,456	22 Added 0.15%	15,189 $3.76 Million
Q2 2022 Jul 14, 2022	BUY	$242.26 - $314.97 $244,440 - $317,804	1,009 Added 7.13%	15,167 $3.83 Million
Q1 2022 May 04, 2022	BUY	$275.85 - $334.75 $774,862 - $940,312	2,809 Added 24.75%	14,158 $4.37 Million
Q4 2021 Jan 19, 2022	BUY	$283.11 - $343.11 $565,936 - $685,876	1,999 Added 21.38%	11,349 $3.82 Million
Q3 2021 Nov 02, 2021	BUY	$271.6 - $305.22 $85,825 - $96,449	316 Added 3.5%	9,350 $2.64 Million
Q2 2021 Jul 27, 2021	BUY	$239.0 - $271.4 $67,398 - $76,534	282 Added 3.22%	9,034 $2.45 Million
Q1 2021 Apr 26, 2021	BUY	$212.25 - $244.99 $638,660 - $737,174	3,009 Added 52.39%	8,752 $2.06 Million
Q4 2020 Jan 25, 2021	SELL	$202.33 - $224.96 $484,782 - $539,004	-2,396 Reduced 29.44%	5,743 $1.28 Million
Q3 2020 Oct 26, 2020	BUY	$200.39 - $231.65 $442,260 - $511,251	2,207 Added 37.2%	8,139 $1.71 Million
Q2 2020 Jul 14, 2020	BUY	$152.11 - $203.51 $4,563 - $6,105	30 Added 0.51%	5,932 $1.21 Million
Q1 2020 May 01, 2020	BUY	$135.42 - $188.7 $243,620 - $339,471	1,799 Added 43.85%	5,902 $931,000
Q4 2019 Feb 03, 2020	BUY	$134.65 - $158.96 $552,468 - $652,212	4,103 New	4,103 $647,000

Others Institutions Holding MSFT

# of Institutions

6,262

Shares Held

5.11B

Call Options Held

78.2M

Put Options Held

86M

View Full List

About MICROSOFT CORP

Ticker MSFT
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 7,454,470,144
Market Cap $3.06T
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 ...

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Vista Wealth Management Group, LLC Microsoft Corp Transaction History