Wealthstream Advisors, Inc. Microsoft Corp Transaction History

Wealthstream Advisors, Inc.

$575 Million
Q2 2025

A detailed history of Wealthstream Advisors, Inc. transactions in Microsoft Corp stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 13,767 shares of MSFT stock, worth $7.19 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares

13,767

Previous 12,466 10.44%

Holding current value

$7.19 Million

Previous $4.68 Million 46.33%

% of portfolio

1.19%

Previous 0.91%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$354.56 - $497.45 $461,282 - $647,182	1,301 Added 10.44%	13,767 $6.85 Million
Q1 2025 May 07, 2025	BUY	$375.39 - $447.2 $17,643 - $21,018	47 Added 0.38%	12,466 $4.68 Million
Q4 2024 Feb 04, 2025	BUY	$406.35 - $454.46 $180,419 - $201,780	444 Added 3.71%	12,419 $5.23 Million
Q3 2024 Nov 06, 2024	BUY	$395.15 - $467.56 $48,603 - $57,509	123 Added 1.04%	11,975 $5.15 Million
Q2 2024 Jul 29, 2024	BUY	$389.33 - $452.85 $44,772 - $52,077	115 Added 0.98%	11,852 $5.3 Million
Q1 2024 May 08, 2024	BUY	$367.75 - $429.37 $237,198 - $276,943	645 Added 5.82%	11,737 $4.94 Million
Q4 2023 Feb 12, 2024	BUY	$313.39 - $382.7 $557,207 - $680,440	1,778 Added 19.09%	11,092 $4.17 Million
Q3 2023 Nov 06, 2023	BUY	$312.14 - $359.49 $606,800 - $698,848	1,944 Added 26.38%	9,314 $2.94 Million
Q2 2023 Aug 02, 2023	BUY	$275.42 - $348.1 $550,013 - $695,155	1,997 Added 37.17%	7,370 $2.51 Million
Q1 2023 May 02, 2023	BUY	$222.31 - $288.3 $48,685 - $63,137	219 Added 4.25%	5,373 $1.55 Million
Q4 2022 Feb 02, 2023	BUY	$214.25 - $257.22 $62,132 - $74,593	290 Added 5.96%	5,154 $1.24 Million
Q3 2022 Oct 28, 2022	BUY	$232.9 - $293.47 $84,542 - $106,529	363 Added 8.06%	4,864 $1.13 Million
Q2 2022 Aug 05, 2022	SELL	$242.26 - $314.97 $141,722 - $184,257	-585 Reduced 11.5%	4,501 $1.16 Million
Q1 2022 May 10, 2022	BUY	$275.85 - $334.75 $99,857 - $121,179	362 Added 7.66%	5,086 $1.57 Million
Q4 2021 Feb 09, 2022	BUY	$283.11 - $343.11 $1.34 Million - $1.62 Million	4,724 New	4,724 $1.59 Million

Others Institutions Holding MSFT

# of Institutions

6,548

Shares Held

5.22B

Call Options Held

75.9M

Put Options Held

90.4M

View Full List

About MICROSOFT CORP

Ticker MSFT
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 7,454,470,144
Market Cap $3.89T
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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Wealthstream Advisors, Inc. Microsoft Corp Transaction History