A detailed history of Wealth Effects LLC transactions in Microsoft Corp stock. As of the latest transaction made, Wealth Effects LLC holds 19,628 shares of MSFT stock, worth $8.16 Million. This represents 3.32% of its overall portfolio holdings.

Number of Shares
19,628
Previous 19,936 1.54%
Holding current value
$8.16 Million
Previous $8.91 Million 5.23%
% of portfolio
3.32%
Previous 3.67%

Shares

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

Oct 21, 2024

SELL
$395.15 - $467.56 $121,706 - $144,008
-308 Reduced 1.54%
19,628 $8.44 Million
Q2 2024

Aug 02, 2024

SELL
$389.33 - $452.85 $128,868 - $149,893
-331 Reduced 1.63%
19,936 $8.91 Million
Q1 2024

Apr 22, 2024

SELL
$367.75 - $429.37 $193,068 - $225,419
-525 Reduced 2.53%
20,267 $8.53 Million
Q4 2023

Jan 29, 2024

BUY
$313.39 - $382.7 $179,259 - $218,904
572 Added 2.83%
20,792 $7.82 Million
Q3 2023

Oct 16, 2023

SELL
$312.14 - $359.49 $126,104 - $145,233
-404 Reduced 1.96%
20,220 $6.38 Million
Q2 2023

Jul 18, 2023

SELL
$275.42 - $348.1 $282,856 - $357,498
-1,027 Reduced 4.74%
20,624 $7.02 Million
Q1 2023

May 04, 2023

BUY
$222.31 - $288.3 $110,043 - $142,708
495 Added 2.34%
21,651 $6.24 Million
Q4 2022

Feb 02, 2023

SELL
$214.25 - $257.22 $76,487 - $91,827
-357 Reduced 1.66%
21,156 $5.07 Million
Q3 2022

Nov 14, 2022

SELL
$232.9 - $293.47 $1,863 - $2,347
-8 Reduced 0.04%
21,513 $5.01 Million
Q2 2022

Aug 03, 2022

BUY
$242.26 - $314.97 $267,455 - $347,726
1,104 Added 5.41%
21,521 $5.53 Million
Q1 2022

May 16, 2022

BUY
$275.85 - $334.75 $75,307 - $91,386
273 Added 1.36%
20,417 $6.3 Million
Q4 2021

Feb 09, 2022

BUY
$283.11 - $343.11 $5.7 Million - $6.91 Million
20,144 New
20,144 $6.78 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 $3.1T
  • 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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