A detailed history of Consilium Wealth Advisory, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 15,251 shares of MSFT stock, worth $6.7 Million. This represents 3.63% of its overall portfolio holdings.

Number of Shares
15,251
Previous 14,829 2.85%
Holding current value
$6.7 Million
Previous $6.63 Million 1.0%
% of portfolio
3.63%
Previous 3.65%

Shares

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

Oct 30, 2024

BUY
$395.15 - $467.56 $166,753 - $197,310
422 Added 2.85%
15,251 $6.56 Million
Q2 2024

Aug 01, 2024

BUY
$389.33 - $452.85 $127,310 - $148,081
327 Added 2.25%
14,829 $6.63 Million
Q1 2024

Apr 30, 2024

BUY
$367.75 - $429.37 $150,409 - $175,612
409 Added 2.9%
14,502 $6.1 Million
Q4 2023

Jan 10, 2024

BUY
$313.39 - $382.7 $249,458 - $304,629
796 Added 5.99%
14,093 $5.3 Million
Q3 2023

Oct 10, 2023

BUY
$312.14 - $359.49 $150,451 - $173,274
482 Added 3.76%
13,297 $4.2 Million
Q2 2023

Jul 13, 2023

BUY
$275.42 - $348.1 $546,984 - $691,326
1,986 Added 18.34%
12,815 $4.36 Million
Q1 2023

Apr 13, 2023

SELL
$222.31 - $288.3 $20,452 - $26,523
-92 Reduced 0.84%
10,829 $3.12 Million
Q4 2022

Feb 13, 2023

SELL
$214.25 - $257.22 $364,010 - $437,016
-1,699 Reduced 13.46%
10,921 $2.62 Million
Q3 2022

Oct 12, 2022

BUY
$232.9 - $293.47 $190,046 - $239,471
816 Added 6.91%
12,620 $2.94 Million
Q2 2022

Jul 12, 2022

BUY
$242.26 - $314.97 $213,915 - $278,118
883 Added 8.09%
11,804 $3.03 Million
Q1 2022

Apr 18, 2022

SELL
$275.85 - $334.75 $145,372 - $176,413
-527 Reduced 4.6%
10,921 $3.37 Million
Q4 2021

Jan 26, 2022

BUY
$283.11 - $343.11 $3.24 Million - $3.93 Million
11,448 New
11,448 $3.85 Million

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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