A detailed history of Wealthspire Advisors, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 222,485 shares of MSFT stock, worth $97.7 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
222,485
Previous 160,861 38.31%
Holding current value
$97.7 Million
Previous $71.9 Million 33.14%
% of portfolio
0.99%
Previous 0.92%

Shares

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

Nov 13, 2024

BUY
$395.15 - $467.56 $24.4 Million - $28.8 Million
61,624 Added 38.31%
222,485 $95.7 Million
Q2 2024

Aug 08, 2024

BUY
$389.33 - $452.85 $5.95 Million - $6.92 Million
15,290 Added 10.5%
160,861 $71.9 Million
Q1 2024

May 06, 2024

SELL
$367.75 - $429.37 $2.22 Million - $2.59 Million
-6,038 Reduced 3.98%
145,571 $61.2 Million
Q4 2023

Feb 06, 2024

BUY
$313.39 - $382.7 $3.34 Million - $4.07 Million
10,646 Added 7.55%
151,609 $57 Million
Q3 2023

Nov 06, 2023

BUY
$312.14 - $359.49 $8.79 Million - $10.1 Million
28,153 Added 24.96%
140,963 $44.5 Million
Q2 2023

Jul 31, 2023

BUY
$275.42 - $348.1 $1.49 Million - $1.88 Million
5,402 Added 5.03%
112,810 $38.4 Million
Q1 2023

May 09, 2023

SELL
$222.31 - $288.3 $2.77 Million - $3.59 Million
-12,438 Reduced 10.38%
107,408 $31 Million
Q4 2022

Feb 13, 2023

BUY
$214.25 - $257.22 $6.33 Million - $7.6 Million
29,551 Added 32.73%
119,846 $28.7 Million
Q3 2022

Nov 14, 2022

BUY
$232.9 - $293.47 $1 Million - $1.26 Million
4,294 Added 4.99%
90,295 $21 Million
Q2 2022

Aug 09, 2022

BUY
$242.26 - $314.97 $6.48 Million - $8.42 Million
26,739 Added 45.12%
86,001 $22.1 Million
Q1 2022

May 09, 2022

SELL
$275.85 - $334.75 $8.67 Million - $10.5 Million
-31,428 Reduced 34.65%
59,262 $18.3 Million
Q4 2021

Feb 14, 2022

SELL
$283.11 - $343.11 $1.44 Million - $1.75 Million
-5,103 Reduced 5.33%
90,690 $30.5 Million
Q3 2021

Nov 15, 2021

BUY
$271.6 - $305.22 $9.07 Million - $10.2 Million
33,380 Added 53.48%
95,793 $27 Million
Q2 2021

Aug 13, 2021

SELL
$239.0 - $271.4 $26.7 Million - $30.3 Million
-111,655 Reduced 64.14%
62,413 $16.9 Million
Q1 2021

May 17, 2021

BUY
$212.25 - $244.99 $4.98 Million - $5.75 Million
23,467 Added 15.58%
174,068 $41 Million
Q4 2020

Feb 16, 2021

BUY
$202.33 - $224.96 $14.8 Million - $16.4 Million
72,929 Added 93.89%
150,601 $33.5 Million
Q3 2020

Nov 16, 2020

BUY
$200.39 - $231.65 $1.42 Million - $1.64 Million
7,068 Added 10.01%
77,672 $16.3 Million
Q2 2020

Aug 14, 2020

SELL
$152.11 - $203.51 $18 Million - $24.1 Million
-118,316 Reduced 62.63%
70,604 $14.4 Million
Q1 2020

May 12, 2020

BUY
$135.42 - $188.7 $20.4 Million - $28.4 Million
150,546 Added 392.31%
188,920 $29.8 Million
Q4 2019

Feb 14, 2020

BUY
$134.65 - $158.96 $908,483 - $1.07 Million
6,747 Added 21.33%
38,374 $6.05 Million
Q3 2019

Nov 12, 2019

BUY
$132.21 - $141.34 $2.51 Million - $2.68 Million
18,979 Added 150.06%
31,627 $4.4 Million
Q2 2019

Aug 13, 2019

BUY
$119.02 - $137.78 $1.51 Million - $1.74 Million
12,648 New
12,648 $1.69 Million
Q1 2019

May 08, 2019

SELL
$97.4 - $120.22 $909,716 - $1.12 Million
-9,340 Closed
0 $0
Q4 2018

Feb 14, 2019

BUY
$94.13 - $115.61 $879,174 - $1.08 Million
9,340 New
9,340 $949,000

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.27T
  • 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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