A detailed history of Wealth Enhancement & Preservation Of Ga, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Wealth Enhancement & Preservation Of Ga, LLC holds 3,104 shares of MSFT stock, worth $1.3 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
3,104
Previous 2,874 8.0%
Holding current value
$1.3 Million
Previous $828,000 27.66%
% of portfolio
1.02%
Previous 0.99%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 18, 2023

BUY
$275.42 - $348.1 $63,346 - $80,063
230 Added 8.0%
3,104 $1.06 Million
Q1 2023

Apr 11, 2023

BUY
$222.31 - $288.3 $1,556 - $2,018
7 Added 0.24%
2,874 $828,000
Q4 2022

Feb 09, 2023

BUY
$214.25 - $257.22 $164,329 - $197,287
767 Added 36.52%
2,867 $687,000
Q3 2022

Oct 19, 2022

SELL
$232.9 - $293.47 $589,702 - $743,066
-2,532 Reduced 54.66%
2,100 $489,000
Q2 2022

Sep 22, 2022

SELL
$242.26 - $314.97 $115,073 - $149,610
-475 Reduced 9.3%
4,632 $1.23 Million
Q1 2022

May 06, 2022

BUY
$275.85 - $334.75 $30,895 - $37,492
112 Added 2.24%
5,107 $1.57 Million
Q4 2021

Feb 02, 2022

BUY
$283.11 - $343.11 $9,625 - $11,665
34 Added 0.69%
4,995 $1.68 Million
Q3 2021

Oct 19, 2021

SELL
$271.6 - $305.22 $7,333 - $8,240
-27 Reduced 0.54%
4,961 $1.4 Million
Q2 2021

Jul 22, 2021

BUY
$239.0 - $271.4 $88,191 - $100,146
369 Added 7.99%
4,988 $1.35 Million
Q1 2021

Apr 21, 2021

SELL
$212.25 - $244.99 $10,824 - $12,494
-51 Reduced 1.09%
4,619 $1.19 Million
Q4 2020

Feb 02, 2021

BUY
$202.33 - $224.96 $102,378 - $113,829
506 Added 12.15%
4,670 $1.04 Million
Q3 2020

Oct 13, 2020

BUY
$200.39 - $231.65 $156,103 - $180,455
779 Added 23.01%
4,164 $853,000
Q2 2020

Sep 08, 2020

SELL
$152.11 - $203.51 $279,426 - $373,847
-1,837 Reduced 35.18%
3,385 $671,000
Q1 2020

Apr 27, 2020

SELL
$135.42 - $188.7 $952,002 - $1.33 Million
-7,030 Reduced 57.38%
5,222 $783,000
Q4 2019

Feb 27, 2020

BUY
$134.65 - $158.96 $1.65 Million - $1.95 Million
12,252 New
12,252 $1.91 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 $3.13T
  • 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
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