A detailed history of Palo Alto Wealth Advisors, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 17,747 shares of MSFT stock, worth $7.78 Million. This represents 3.08% of its overall portfolio holdings.

Number of Shares
17,747
Previous 22,450 20.95%
Holding current value
$7.78 Million
Previous $10 Billion 25.93%
% of portfolio
3.08%
Previous 6.94%

Shares

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

Nov 06, 2024

SELL
$395.15 - $467.56 $1.86 Million - $2.2 Million
-4,703 Reduced 20.95%
17,747 $7.43 Billion
Q2 2024

Aug 13, 2024

SELL
$389.33 - $452.85 $92,271 - $107,325
-237 Reduced 1.04%
22,450 $10 Billion
Q1 2024

Apr 30, 2024

SELL
$367.75 - $429.37 $2.07 Million - $2.42 Million
-5,636 Reduced 19.9%
22,687 $9.54 Billion
Q4 2023

Feb 05, 2024

BUY
$313.39 - $382.7 $25,697 - $31,381
82 Added 0.29%
28,323 $10.7 Billion
Q3 2023

Oct 30, 2023

BUY
$312.14 - $359.49 $28,404 - $32,713
91 Added 0.32%
28,241 $8.92 Billion
Q2 2023

Aug 07, 2023

SELL
$275.42 - $348.1 $87,308 - $110,347
-317 Reduced 1.11%
28,150 $9.59 Billion
Q1 2023

Apr 18, 2023

SELL
$222.31 - $288.3 $81,143 - $105,229
-365 Reduced 1.27%
28,467 $8.21 Billion
Q4 2022

Feb 07, 2023

BUY
$214.25 - $257.22 $6.18 Million - $7.42 Million
28,832 New
28,832 $6.91 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 $3.27T
  • 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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