A detailed history of Burt Wealth Advisors transactions in Microsoft Corp stock. As of the latest transaction made, Burt Wealth Advisors holds 11,379 shares of MSFT stock, worth $5 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
11,379
Previous 11,502 1.07%
Holding current value
$5 Million
Previous $5.14 Million 4.77%
% of portfolio
1.23%
Previous 1.36%

Shares

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

Oct 31, 2024

SELL
$395.15 - $467.56 $48,603 - $57,509
-123 Reduced 1.07%
11,379 $4.9 Million
Q2 2024

Jul 16, 2024

SELL
$389.33 - $452.85 $119,913 - $139,477
-308 Reduced 2.61%
11,502 $5.14 Million
Q1 2024

Apr 18, 2024

BUY
$367.75 - $429.37 $98,189 - $114,641
267 Added 2.31%
11,810 $4.97 Million
Q4 2023

Feb 01, 2024

SELL
$313.39 - $382.7 $156,695 - $191,350
-500 Reduced 4.15%
11,543 $4.34 Million
Q3 2023

Oct 11, 2023

SELL
$312.14 - $359.49 $92,705 - $106,768
-297 Reduced 2.41%
12,043 $3.8 Million
Q2 2023

Jul 18, 2023

SELL
$275.42 - $348.1 $105,210 - $132,974
-382 Reduced 3.0%
12,340 $4.2 Million
Q1 2023

Apr 13, 2023

BUY
$222.31 - $288.3 $167,177 - $216,801
752 Added 6.28%
12,722 $3.67 Million
Q4 2022

Jan 17, 2023

SELL
$214.25 - $257.22 $32,351 - $38,840
-151 Reduced 1.25%
11,970 $2.87 Million
Q3 2022

Oct 11, 2022

SELL
$232.9 - $293.47 $57,759 - $72,780
-248 Reduced 2.01%
12,121 $2.82 Million
Q2 2022

Jul 29, 2022

BUY
$242.26 - $314.97 $33,916 - $44,095
140 Added 1.14%
12,369 $3.18 Million
Q1 2022

Apr 19, 2022

BUY
$275.85 - $334.75 $69,790 - $84,691
253 Added 2.11%
12,229 $3.77 Million
Q4 2021

Jan 13, 2022

SELL
$283.11 - $343.11 $11,041 - $13,381
-39 Reduced 0.32%
11,976 $4.03 Million
Q1 2021

Apr 15, 2021

SELL
$212.25 - $244.99 $15,918 - $18,374
-75 Reduced 0.62%
12,015 $2.83 Million
Q4 2020

Feb 11, 2021

SELL
$202.33 - $224.96 $44,512 - $49,491
-220 Reduced 1.79%
12,090 $2.69 Million
Q2 2020

Aug 05, 2020

SELL
$152.11 - $203.51 $57,649 - $77,130
-379 Reduced 2.99%
12,310 $2.51 Million
Q1 2020

Apr 29, 2020

SELL
$135.42 - $188.7 $51,324 - $71,517
-379 Reduced 2.9%
12,689 $2 Million
Q4 2019

Jan 29, 2020

SELL
$134.65 - $158.96 $21,005 - $24,797
-156 Reduced 1.18%
13,068 $2.06 Million
Q3 2019

Oct 31, 2019

BUY
$132.21 - $141.34 $28,028 - $29,964
212 Added 1.63%
13,224 $1.84 Million
Q1 2019

Apr 24, 2019

BUY
$97.4 - $120.22 $264,246 - $326,156
2,713 Added 26.34%
13,012 $1.54 Million
Q4 2018

Feb 08, 2019

SELL
$94.13 - $115.61 $10,354 - $12,717
-110 Reduced 1.06%
10,299 $1.05 Million
Q3 2018

Oct 30, 2018

SELL
$99.05 - $114.67 $14,956 - $17,315
-151 Reduced 1.43%
10,409 $1.19 Million
Q1 2018

Apr 24, 2018

BUY
$85.01 - $96.77 $1,700 - $1,935
20 Added 0.19%
10,560 $964,000
Q4 2017

Jan 30, 2018

BUY
$74.26 - $86.85 $16,708 - $19,541
225 Added 2.18%
10,540 $902,000
Q3 2017

Nov 09, 2017

BUY
$71.41 - $75.44 $22,708 - $23,989
318 Added 3.18%
10,315 $768,000
Q2 2017

Aug 07, 2017

BUY
N/A
9,997
9,997 $689,000

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.27T
  • 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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