Personal Cfo Solutions, LLC Microsoft Corp Transaction History

Personal Cfo Solutions, LLC

$497 Million
Q4 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 30,878 shares of MSFT stock, worth $12.7 Million. This represents 2.62% of its overall portfolio holdings.

Number of Shares

30,878

Previous 30,439 1.44%

Holding current value

$12.7 Million

Previous $13.1 Million 0.61%

% of portfolio

2.62%

Previous 1.86%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$406.35 - $454.46 $178,387 - $199,507	439 Added 1.44%	30,878 $13 Million
Q3 2024 Nov 14, 2024	SELL	$395.15 - $467.56 $392,383 - $464,287	-993 Reduced 3.16%	30,439 $13.1 Million
Q2 2024 Aug 09, 2024	BUY	$389.33 - $452.85 $81,369 - $94,645	209 Added 0.67%	31,432 $14 Million
Q1 2024 May 13, 2024	BUY	$367.75 - $429.37 $271,767 - $317,304	739 Added 2.42%	31,223 $13.1 Million
Q4 2023 Feb 13, 2024	BUY	$313.39 - $382.7 $914,158 - $1.12 Million	2,917 Added 10.58%	30,484 $11.5 Million
Q3 2023 Nov 13, 2023	BUY	$312.14 - $359.49 $147,642 - $170,038	473 Added 1.75%	27,567 $8.7 Million
Q2 2023 Aug 10, 2023	SELL	$275.42 - $348.1 $243,746 - $308,068	-885 Reduced 3.16%	27,094 $9.23 Million
Q1 2023 May 09, 2023	SELL	$222.31 - $288.3 $2,890 - $3,747	-13 Reduced 0.05%	27,979 $8.07 Million
Q4 2022 Feb 14, 2023	BUY	$214.25 - $257.22 $172,042 - $206,547	803 Added 2.95%	27,992 $6.71 Million
Q3 2022 Nov 01, 2022	BUY	$232.9 - $293.47 $30,277 - $38,151	130 Added 0.48%	27,189 $6.33 Million
Q2 2022 Aug 05, 2022	BUY	$242.26 - $314.97 $305,732 - $397,492	1,262 Added 4.89%	27,059 $6.95 Million
Q1 2022 May 02, 2022	SELL	$275.85 - $334.75 $68,962 - $83,687	-250 Reduced 0.96%	25,797 $7.95 Million
Q4 2021 Feb 11, 2022	BUY	$283.11 - $343.11 $387,577 - $469,717	1,369 Added 5.55%	26,047 $8.76 Million
Q3 2021 Nov 18, 2021	SELL	$271.6 - $305.22 $1.27 Million - $1.43 Million	-4,691 Reduced 15.97%	24,678 $6.96 Million
Q2 2021 Jul 22, 2021	SELL	$239.0 - $271.4 $184,269 - $209,249	-771 Reduced 2.56%	29,369 $7.96 Million
Q1 2021 Apr 21, 2021	BUY	$212.25 - $244.99 $205,670 - $237,395	969 Added 3.32%	30,140 $7.11 Million
Q4 2020 Feb 09, 2021	BUY	$202.33 - $224.96 $290,748 - $323,267	1,437 Added 5.18%	29,171 $6.49 Million
Q3 2020 Nov 02, 2020	SELL	$200.39 - $231.65 $506,585 - $585,611	-2,528 Reduced 8.35%	27,734 $6,000
Q2 2020 Aug 03, 2020	BUY	$152.11 - $203.51 $8,366 - $11,193	55 Added 0.18%	30,262 $6.16 Million
Q1 2020 Apr 30, 2020	BUY	$135.42 - $188.7 $531,117 - $740,081	3,922 Added 14.92%	30,207 $4.76 Million
Q4 2019 Feb 13, 2020	SELL	$134.65 - $158.96 $220,422 - $260,217	-1,637 Reduced 5.86%	26,285 $4.18 Million
Q3 2019 Nov 13, 2019	BUY	$132.21 - $141.34 $3.69 Million - $3.95 Million	27,922 New	27,922 $3.89 Million

Others Institutions Holding MSFT

# of Institutions

6,262

Shares Held

5.11B

Call Options Held

78.2M

Put Options Held

86M

View Full List

About MICROSOFT CORP

Ticker MSFT
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 7,454,470,144
Market Cap $3.06T
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.

Account

Personal Cfo Solutions, LLC Microsoft Corp Transaction History