A detailed history of Cogent Blue Wealth Advisors, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 6,103 shares of MSFT stock, worth $2.24 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares
6,103
Previous 12,342 50.55%
Holding current value
$2.24 Million
Previous $5.2 Billion 55.96%
% of portfolio
2.01%
Previous 4.58%

Shares

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

Apr 16, 2025

SELL
$375.39 - $447.2 $2.34 Million - $2.79 Million
-6,239 Reduced 50.55%
6,103 $2.29 Billion
Q4 2024

Jan 31, 2025

BUY
$406.35 - $454.46 $5.02 Million - $5.61 Million
12,342 New
12,342 $5.2 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 $2.74T
  • 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 Cogent Blue Wealth Advisors, LLC Portfolio

Follow Cogent Blue Wealth Advisors, LLC 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 Cogent Blue Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cogent Blue Wealth Advisors, LLC with notifications on news.