A detailed history of Cm Wealth Advisors LLC transactions in Microsoft Corp stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 12,385 shares of MSFT stock, worth $5.03 Million. This represents 2.64% of its overall portfolio holdings.

Number of Shares
12,385
Previous 11,536 7.36%
Holding current value
$5.03 Million
Previous $4.85 Million 14.05%
% of portfolio
2.64%
Previous 1.37%

Shares

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

Aug 14, 2024

BUY
$389.33 - $452.85 $330,541 - $384,469
849 Added 7.36%
12,385 $5.54 Million
Q1 2024

May 13, 2024

BUY
$367.75 - $429.37 $350,465 - $409,189
953 Added 9.01%
11,536 $4.85 Million
Q4 2023

Feb 05, 2024

SELL
$313.39 - $382.7 $63,931 - $78,070
-204 Reduced 1.89%
10,583 $3.98 Million
Q3 2023

Nov 16, 2023

SELL
$312.14 - $359.49 $189,781 - $218,569
-608 Reduced 5.34%
10,787 $3.41 Million
Q2 2023

Aug 15, 2023

BUY
$275.42 - $348.1 $3.14 Million - $3.97 Million
11,395 New
11,395 $3.88 Million
Q4 2022

May 04, 2023

BUY
$214.25 - $257.22 $2.26 Million - $2.71 Million
10,547 New
10,547 $2.53 Billion
Q3 2022

May 11, 2023

BUY
$232.9 - $293.47 $2.46 Million - $3.1 Million
10,547 New
10,547 $2.46 Billion
Q2 2022

May 09, 2023

BUY
$242.26 - $314.97 $2.56 Million - $3.32 Million
10,547 New
10,547 $2.71 Billion

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.03T
  • 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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