A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Microsoft Corp stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 3,409 shares of MSFT stock, worth $1.49 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,409
Previous 3,025 12.69%
Holding current value
$1.49 Million
Previous $1.35 Billion 8.51%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Oct 07, 2024

BUY
$395.15 - $467.56 $151,737 - $179,543
384 Added 12.69%
3,409 $1.47 Billion
Q2 2024

Jul 23, 2024

BUY
$389.33 - $452.85 $165,075 - $192,008
424 Added 16.3%
3,025 $1.35 Billion
Q1 2024

Apr 12, 2024

BUY
$367.75 - $429.37 $566,335 - $661,229
1,540 Added 145.15%
2,601 $1.09 Billion
Q4 2023

Apr 04, 2024

SELL
$313.39 - $382.7 $474,159 - $579,025
-1,513 Reduced 58.78%
1,061 $254 Million
Q3 2023

Apr 04, 2024

BUY
$312.14 - $359.49 $410,151 - $472,369
1,314 Added 104.29%
2,574 $813 Million
Q2 2023

Apr 04, 2024

SELL
$275.42 - $348.1 $12,944 - $16,360
-47 Reduced 3.6%
1,260 $429 Million
Q1 2023

Apr 04, 2024

BUY
$222.31 - $288.3 $54,688 - $70,921
246 Added 23.19%
1,307 $377 Million
Q4 2022

Apr 04, 2024

BUY
$214.25 - $257.22 $48,849 - $58,646
228 Added 27.37%
1,061 $254 Million
Q3 2022

Apr 04, 2024

SELL
$232.9 - $293.47 $4,890 - $6,162
-21 Reduced 2.46%
833 $194 Million
Q2 2022

Apr 04, 2024

BUY
$242.26 - $314.97 $206,890 - $268,984
854 New
854 $219 Million
Q1 2022

Apr 05, 2024

SELL
$275.85 - $334.75 $257,092 - $311,987
-932 Reduced 53.62%
806 $248 Million
Q4 2021

Apr 05, 2024

BUY
$283.11 - $343.11 $191,948 - $232,628
678 Added 63.96%
1,738 $585 Million
Q3 2021

Apr 05, 2024

BUY
$271.6 - $305.22 $43,727 - $49,140
161 Added 17.91%
1,060 $299 Million
Q2 2021

Apr 05, 2024

SELL
$239.0 - $271.4 $2,151 - $2,442
-9 Reduced 0.99%
899 $244 Million
Q1 2021

Apr 05, 2024

SELL
$212.25 - $244.99 $24,833 - $28,663
-117 Reduced 11.41%
908 $214 Million
Q4 2020

Apr 05, 2024

BUY
$202.33 - $224.96 $1,820 - $2,024
9 Added 0.89%
1,025 $228 Million
Q3 2020

Apr 05, 2024

SELL
$200.39 - $231.65 $91,578 - $105,864
-457 Reduced 31.03%
1,016 $214 Million
Q2 2020

Apr 05, 2024

SELL
$152.11 - $203.51 $16,732 - $22,386
-110 Reduced 6.95%
1,473 $300 Million
Q1 2020

Apr 05, 2024

BUY
$135.42 - $188.7 $70,689 - $98,501
522 Added 49.2%
1,583 $250 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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