A detailed history of Wescott Financial Advisory Group, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 7,709 shares of MSFT stock, worth $3.33 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
7,709
Previous 3,976 93.89%
Holding current value
$3.33 Million
Previous $1.67 Million 106.04%
% of portfolio
0.45%
Previous 0.24%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$389.33 - $452.85 $1.45 Million - $1.69 Million
3,733 Added 93.89%
7,709 $3.45 Million
Q1 2024

May 13, 2024

SELL
$367.75 - $429.37 $219,914 - $256,763
-598 Reduced 13.07%
3,976 $1.67 Million
Q4 2023

Feb 13, 2024

BUY
$313.39 - $382.7 $940 - $1,148
3 Added 0.07%
4,574 $1.72 Million
Q3 2023

Nov 09, 2023

BUY
$312.14 - $359.49 $155,757 - $179,385
499 Added 12.25%
4,571 $1.44 Million
Q2 2023

Aug 11, 2023

SELL
$275.42 - $348.1 $126,417 - $159,777
-459 Reduced 10.13%
4,072 $1.39 Million
Q1 2023

May 10, 2023

BUY
$222.31 - $288.3 $166,954 - $216,513
751 Added 19.87%
4,531 $1.31 Million
Q4 2022

Feb 06, 2023

BUY
$214.25 - $257.22 $147,404 - $176,967
688 Added 22.25%
3,780 $906,000
Q3 2022

Nov 14, 2022

BUY
$232.9 - $293.47 $84,542 - $106,529
363 Added 13.3%
3,092 $720,000
Q2 2022

Jul 28, 2022

SELL
$242.26 - $314.97 $3,149 - $4,094
-13 Reduced 0.47%
2,729 $701,000
Q1 2022

May 16, 2022

BUY
$275.85 - $334.75 $283,022 - $343,453
1,026 Added 59.79%
2,742 $846,000
Q4 2021

Jan 31, 2022

SELL
$283.11 - $343.11 $287,356 - $348,256
-1,015 Reduced 37.17%
1,716 $577,000
Q3 2021

Oct 29, 2021

SELL
$271.6 - $305.22 $90,442 - $101,638
-333 Reduced 10.87%
2,731 $770,000
Q2 2021

Aug 10, 2021

SELL
$239.0 - $271.4 $93,688 - $106,388
-392 Reduced 11.34%
3,064 $877,000
Q1 2021

Jun 25, 2021

BUY
$212.25 - $244.99 $453,578 - $523,543
2,137 Added 162.02%
3,456 $815,000
Q4 2020

Jun 25, 2021

BUY
$202.33 - $224.96 $266,873 - $296,722
1,319 New
1,319 $293,000

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.22T
  • 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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