Clearview Wealth Advisors LLC Microsoft Corp Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

A detailed history of Clearview Wealth Advisors LLC transactions in Microsoft Corp stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 4,681 shares of MSFT stock, worth $2.06 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares

4,681

Previous 4,850 3.48%

Holding current value

$2.06 Million

Previous $2.17 Million 7.11%

% of portfolio

1.57%

Previous 1.9%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$395.15 - $467.56 $66,780 - $79,017	-169 Reduced 3.48%	4,681 $2.01 Million
Q2 2024 Jul 31, 2024	SELL	$389.33 - $452.85 $197,000 - $229,142	-506 Reduced 9.45%	4,850 $2.17 Million
Q1 2024 Apr 09, 2024	SELL	$367.75 - $429.37 $91,569 - $106,913	-249 Reduced 4.44%	5,356 $2.25 Million
Q4 2023 Jan 12, 2024	BUY	$313.39 - $382.7 $2,820 - $3,444	9 Added 0.16%	5,605 $2.11 Million
Q3 2023 Oct 30, 2023	SELL	$312.14 - $359.49 $75,850 - $87,356	-243 Reduced 4.16%	5,596 $1.77 Million
Q2 2023 Aug 07, 2023	SELL	$275.42 - $348.1 $30,020 - $37,942	-109 Reduced 1.83%	5,839 $1.99 Million
Q1 2023 Apr 12, 2023	SELL	$222.31 - $288.3 $354,139 - $459,261	-1,593 Reduced 21.12%	5,948 $1.71 Million
Q4 2022 Jan 31, 2023	SELL	$214.25 - $257.22 $50,777 - $60,961	-237 Reduced 3.05%	7,541 $1.81 Million
Q2 2022 Aug 05, 2022	BUY	$242.26 - $314.97 $12,839 - $16,693	53 Added 0.69%	7,778 $2 Million
Q1 2022 Apr 29, 2022	SELL	$275.85 - $334.75 $529,356 - $642,385	-1,919 Reduced 19.9%	7,725 $2.38 Million
Q4 2021 Feb 02, 2022	SELL	$283.11 - $343.11 $209,784 - $254,244	-741 Reduced 7.14%	9,644 $3.24 Million
Q3 2021 Nov 02, 2021	BUY	$271.6 - $305.22 $95,603 - $107,437	352 Added 3.51%	10,385 $2.93 Million
Q2 2021 Jul 30, 2021	SELL	$239.0 - $271.4 $43,498 - $49,394	-182 Reduced 1.78%	10,033 $2.72 Million
Q1 2021 May 06, 2021	BUY	$212.25 - $244.99 $849 - $979	4 Added 0.04%	10,215 $2.41 Million
Q4 2020 Jan 21, 2021	BUY	$202.33 - $224.96 $2.07 Million - $2.3 Million	10,211 New	10,211 $2.27 Million

Others Institutions Holding MSFT

# of Institutions

5,851

Shares Held

4.99B

Call Options Held

77.3M

Put Options Held

85.6M

View Full List

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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Clearview Wealth Advisors LLC Microsoft Corp Transaction History