A detailed history of Lwm Advisory Services, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 7,282 shares of MSFT stock, worth $3.15 Million. This represents 2.81% of its overall portfolio holdings.

Number of Shares
7,282
Previous 8,660 15.91%
Holding current value
$3.15 Million
Previous $3.64 Million 10.68%
% of portfolio
2.81%
Previous 2.51%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$389.33 - $452.85 $536,496 - $624,027
-1,378 Reduced 15.91%
7,282 $3.25 Million
Q1 2024

May 09, 2024

BUY
$367.75 - $429.37 $9,193 - $10,734
25 Added 0.29%
8,660 $3.64 Million
Q4 2023

Feb 05, 2024

BUY
$313.39 - $382.7 $355,384 - $433,981
1,134 Added 15.12%
8,635 $3.25 Million
Q3 2023

Nov 02, 2023

SELL
$312.14 - $359.49 $20,913 - $24,085
-67 Reduced 0.89%
7,501 $2.37 Million
Q2 2023

Aug 07, 2023

SELL
$275.42 - $348.1 $95,019 - $120,094
-345 Reduced 4.36%
7,568 $2.58 Million
Q1 2023

May 02, 2023

SELL
$222.31 - $288.3 $53,132 - $68,903
-239 Reduced 2.93%
7,913 $2.28 Million
Q4 2022

Feb 07, 2023

SELL
$214.25 - $257.22 $1.69 Million - $2.03 Million
-7,891 Reduced 49.19%
8,152 $1.96 Million
Q3 2022

Nov 16, 2022

BUY
$232.9 - $293.47 $177,236 - $223,330
761 Added 4.98%
16,043 $3.75 Million
Q2 2022

Aug 15, 2022

BUY
$242.26 - $314.97 $161,345 - $209,770
666 Added 4.56%
15,282 $3.93 Million
Q1 2022

May 09, 2022

BUY
$275.85 - $334.75 $238,058 - $288,889
863 Added 6.27%
14,616 $4.51 Million
Q4 2021

Feb 18, 2022

BUY
$283.11 - $343.11 $3.89 Million - $4.72 Million
13,753 New
13,753 $4.63 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 $3.22T
  • 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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