A detailed history of Primoris Wealth Advisors, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 6,463 shares of MSFT stock, worth $2.64 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares
6,463
Previous 6,733 4.01%
Holding current value
$2.64 Million
Previous $3.01 Million 7.61%
% of portfolio
2.0%
Previous 2.4%

Shares

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

Nov 01, 2024

SELL
$395.15 - $467.56 $106,690 - $126,241
-270 Reduced 4.01%
6,463 $2.78 Million
Q2 2024

Aug 01, 2024

SELL
$389.33 - $452.85 $123,417 - $143,553
-317 Reduced 4.5%
6,733 $3.01 Million
Q1 2024

May 07, 2024

BUY
$367.75 - $429.37 $90,834 - $106,054
247 Added 3.63%
7,050 $2.97 Million
Q4 2023

Feb 15, 2024

BUY
$313.39 - $382.7 $259,173 - $316,492
827 Added 13.84%
6,803 $2.56 Million
Q3 2023

Oct 31, 2023

SELL
$312.14 - $359.49 $20,601 - $23,726
-66 Reduced 1.09%
5,976 $1.89 Million
Q2 2023

Aug 03, 2023

BUY
$275.42 - $348.1 $1,377 - $1,740
5 Added 0.08%
6,042 $2.06 Million
Q1 2023

Apr 25, 2023

SELL
$222.31 - $288.3 $16,228 - $21,045
-73 Reduced 1.19%
6,037 $1.74 Million
Q4 2022

Feb 03, 2023

SELL
$214.25 - $257.22 $21,425 - $25,722
-100 Reduced 1.61%
6,110 $1.47 Million
Q3 2022

Oct 20, 2022

SELL
$232.9 - $293.47 $836,111 - $1.05 Million
-3,590 Reduced 36.63%
6,210 $1.45 Million
Q2 2022

Jul 29, 2022

BUY
$242.26 - $314.97 $41,426 - $53,859
171 Added 1.78%
9,800 $2.52 Million
Q1 2022

Apr 29, 2022

BUY
$275.85 - $334.75 $27,585 - $33,475
100 Added 1.05%
9,629 $2.97 Million
Q4 2021

Feb 08, 2022

BUY
$283.11 - $343.11 $2.7 Million - $3.27 Million
9,529 New
9,529 $3.21 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 $3.04T
  • 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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