Powell Investment Advisors, LLC Microsoft Corp Transaction History

Powell Investment Advisors, LLC

  • $211 Million
  • Q3 2024

A detailed history of Powell Investment Advisors, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Powell Investment Advisors, LLC holds 3,518 shares of MSFT stock, worth $1.44 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
3,518
Previous 3,957 11.09%
Holding current value
$1.44 Million
Previous $1.77 Million 14.42%
% of portfolio
0.72%
Previous 0.92%

Shares

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

Nov 01, 2024
SELL
$395.15 - $467.56 $173,470 - $205,258
-439 Reduced 11.09%
3,518 $1.51 Million
Q2 2024

Jul 30, 2024
SELL
$389.33 - $452.85 $65,018 - $75,625
-167 Reduced 4.05%
3,957 $1.77 Million
Q1 2024

Apr 15, 2024
BUY
$367.75 - $429.37 $367 - $429
1 Added 0.02%
4,124 $1.74 Million
Q4 2023

Jan 31, 2024
BUY
$313.39 - $382.7 $17,549 - $21,431
56 Added 1.38%
4,123 $1.55 Million
Q3 2023

Oct 16, 2023
BUY
$312.14 - $359.49 $258,764 - $298,017
829 Added 25.6%
4,067 $1.28 Million
Q1 2023

May 10, 2023
BUY
$222.31 - $288.3 $140,944 - $182,782
634 Added 24.35%
3,238 $933,000
Q4 2022

Feb 14, 2023
BUY
$214.25 - $257.22 $5,142 - $6,173
24 Added 0.93%
2,604 $624,000
Q3 2022

Nov 14, 2022
BUY
$232.9 - $293.47 $232 - $293
1 Added 0.04%
2,580 $601,000
Q2 2022

Aug 02, 2022
BUY
$242.26 - $314.97 $242 - $314
1 Added 0.04%
2,579 $662,000
Q1 2022

May 09, 2022
BUY
$275.85 - $334.75 $99,030 - $120,175
359 Added 16.18%
2,578 $795,000
Q4 2021

Jan 14, 2022
SELL
$283.11 - $343.11 $14,155 - $17,155
-50 Reduced 2.2%
2,219 $746,000
Q3 2021

Oct 13, 2021
BUY
$271.6 - $305.22 $271 - $305
1 Added 0.04%
2,269 $640,000
Q2 2021

Jul 14, 2021
BUY
$239.0 - $271.4 $11,950 - $13,569
50 Added 2.25%
2,268 $614,000
Q1 2021

Apr 14, 2021
SELL
$212.25 - $244.99 $9,126 - $10,534
-43 Reduced 1.9%
2,218 $523,000
Q4 2020

Jan 14, 2021
BUY
$202.33 - $224.96 $19,019 - $21,146
94 Added 4.34%
2,261 $503,000
Q3 2020

Oct 07, 2020
BUY
$200.39 - $231.65 $6,212 - $7,181
31 Added 1.45%
2,167 $456,000
Q2 2020

Jul 31, 2020
SELL
$152.11 - $203.51 $43,047 - $57,593
-283 Reduced 11.7%
2,136 $435,000
Q1 2020

May 12, 2020
BUY
$135.42 - $188.7 $107,794 - $150,205
796 Added 49.04%
2,419 $381,000
Q4 2019

Feb 10, 2020
BUY
$134.65 - $158.96 $218,536 - $257,992
1,623 New
1,623 $256,000

Others Institutions Holding MSFT

# of Institutions
5,786
Shares Held
5.12B
Call Options Held
76.8M
Put Options Held
68.9M
View Full List

About MICROSOFT CORP

MSFT Quotes by TradingView
  • 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
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