A detailed history of Wingate Wealth Advisors, Inc. transactions in Microsoft Corp stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 1,781 shares of MSFT stock, worth $653,306. This represents 0.77% of its overall portfolio holdings.

Number of Shares
1,781
Previous 2,368 24.79%
Holding current value
$653,306
Previous $998 Million 33.02%
% of portfolio
0.77%
Previous 0.98%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025

SELL
$375.39 - $447.2 $220,353 - $262,506
-587 Reduced 24.79%
1,781 $669 Million
Q4 2024

Jan 28, 2025

BUY
$406.35 - $454.46 $962,236 - $1.08 Million
2,368 New
2,368 $998 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 $2.73T
  • 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
Track This Portfolio

Track Wingate Wealth Advisors, Inc. Portfolio

Follow Wingate Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wingate Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wingate Wealth Advisors, Inc. with notifications on news.