A detailed history of West Financial Advisors, LLC transactions in Microsoft Corp stock. As of the latest transaction made, West Financial Advisors, LLC holds 1,883 shares of MSFT stock, worth $785,211. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,883
Previous 1,661 13.37%
Holding current value
$785,211
Previous $742,000 9.16%
% of portfolio
0.16%
Previous 0.15%

Shares

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

Oct 08, 2024

BUY
$395.15 - $467.56 $87,723 - $103,798
222 Added 13.37%
1,883 $810,000
Q2 2024

Jul 15, 2024

SELL
$389.33 - $452.85 $6,618 - $7,698
-17 Reduced 1.01%
1,661 $742,000
Q1 2024

Apr 11, 2024

BUY
$367.75 - $429.37 $12,503 - $14,598
34 Added 2.07%
1,678 $705,000
Q4 2023

Jan 11, 2024

SELL
$313.39 - $382.7 $6,267 - $7,654
-20 Reduced 1.2%
1,644 $618,000
Q3 2023

Oct 10, 2023

BUY
$312.14 - $359.49 $3,745 - $4,313
12 Added 0.73%
1,664 $525,000
Q2 2023

Jul 07, 2023

BUY
$275.42 - $348.1 $25,889 - $32,721
94 Added 6.03%
1,652 $562,000
Q4 2022

Jan 10, 2023

SELL
$214.25 - $257.22 $208,893 - $250,789
-975 Reduced 38.49%
1,558 $0
Q3 2022

Oct 11, 2022

SELL
$232.9 - $293.47 $3,959 - $4,988
-17 Reduced 0.67%
2,533 $590,000
Q1 2022

Apr 18, 2022

SELL
$275.85 - $334.75 $1,379 - $1,673
-5 Reduced 0.2%
2,550 $786,000
Q3 2021

Oct 13, 2021

BUY
$271.6 - $305.22 $27,160 - $30,522
100 Added 4.07%
2,555 $720,000
Q2 2021

Jul 27, 2021

SELL
$239.0 - $271.4 $2,390 - $2,714
-10 Reduced 0.41%
2,455 $665,000
Q4 2020

Feb 22, 2021

SELL
$202.33 - $224.96 $98,939 - $110,005
-489 Reduced 16.55%
2,465 $548,000
Q4 2020

Feb 02, 2021

BUY
$202.33 - $224.96 $597,682 - $664,531
2,954 New
2,954 $601 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 $3.11T
  • 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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