A detailed history of Iams Wealth Management, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Iams Wealth Management, LLC holds 10,399 shares of MSFT stock, worth $4.23 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares
10,399
Previous 9,322 11.55%
Holding current value
$4.23 Million
Previous $4.17 Billion 7.4%
% of portfolio
2.2%
Previous 2.28%

Shares

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

Oct 11, 2024

BUY
$395.15 - $467.56 $425,576 - $503,562
1,077 Added 11.55%
10,399 $4.47 Billion
Q2 2024

Aug 05, 2024

BUY
$389.33 - $452.85 $565,696 - $657,991
1,453 Added 18.46%
9,322 $4.17 Billion
Q1 2024

Apr 18, 2024

SELL
$367.75 - $429.37 $53,691 - $62,688
-146 Reduced 1.82%
7,869 $3.21 Billion
Q4 2023

Feb 07, 2024

SELL
$313.39 - $382.7 $235,355 - $287,407
-751 Reduced 8.57%
8,015 $3.01 Billion
Q3 2023

Nov 14, 2023

BUY
$312.14 - $359.49 $2.74 Million - $3.15 Million
8,766 New
8,766 $2.77 Billion
Q1 2023

Oct 30, 2023

BUY
$222.31 - $288.3 $426,168 - $552,671
1,917 Added 37.24%
7,064 $2 Billion
Q4 2022

Oct 27, 2023

BUY
$214.25 - $257.22 $1.1 Million - $1.32 Million
5,147 New
5,147 $1.23 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 $3.03T
  • 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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