A detailed history of Regent Peak Wealth Advisors LLC transactions in Microsoft Corp stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 29,313 shares of MSFT stock, worth $12.7 Million. This represents 2.86% of its overall portfolio holdings.

Number of Shares
29,313
Previous 29,373 0.2%
Holding current value
$12.7 Million
Previous $13.1 Million 3.94%
% of portfolio
2.86%
Previous 3.2%

Shares

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

Oct 16, 2024

SELL
$395.15 - $467.56 $23,709 - $28,053
-60 Reduced 0.2%
29,313 $12.6 Million
Q2 2024

Aug 14, 2024

SELL
$389.33 - $452.85 $594,506 - $691,501
-1,527 Reduced 4.94%
29,373 $13.1 Million
Q1 2024

May 01, 2024

SELL
$367.75 - $429.37 $170,636 - $199,227
-464 Reduced 1.48%
30,900 $13 Million
Q4 2023

Jan 23, 2024

BUY
$313.39 - $382.7 $181,766 - $221,966
580 Added 1.88%
31,364 $11.8 Million
Q3 2023

Nov 03, 2023

BUY
$312.14 - $359.49 $36,520 - $42,060
117 Added 0.38%
30,784 $9.72 Million
Q2 2023

Jul 19, 2023

BUY
$275.42 - $348.1 $15,148 - $19,145
55 Added 0.18%
30,667 $10.4 Million
Q1 2023

Apr 24, 2023

SELL
$222.31 - $288.3 $155,172 - $201,233
-698 Reduced 2.23%
30,612 $8.83 Million
Q4 2022

Feb 08, 2023

BUY
$214.25 - $257.22 $39,850 - $47,842
186 Added 0.6%
31,310 $7.51 Million
Q3 2022

Nov 14, 2022

BUY
$232.9 - $293.47 $59,622 - $75,128
256 Added 0.83%
31,124 $7.25 Million
Q2 2022

Aug 11, 2022

BUY
$242.26 - $314.97 $29,555 - $38,426
122 Added 0.4%
30,868 $7.93 Million
Q1 2022

May 03, 2022

BUY
$275.85 - $334.75 $60,687 - $73,645
220 Added 0.72%
30,746 $9.48 Million
Q4 2021

Feb 11, 2022

BUY
$283.11 - $343.11 $268,105 - $324,925
947 Added 3.2%
30,526 $10.3 Million
Q3 2021

Nov 08, 2021

BUY
$271.6 - $305.22 $20,370 - $22,891
75 Added 0.25%
29,579 $8.34 Million
Q2 2021

Aug 16, 2021

BUY
$239.0 - $271.4 $566,430 - $643,218
2,370 Added 8.73%
29,504 $8.41 Million
Q1 2021

Apr 28, 2021

BUY
$212.25 - $244.99 $219,466 - $253,319
1,034 Added 3.96%
27,134 $6.4 Million
Q4 2020

Feb 12, 2021

BUY
$202.33 - $224.96 $491,054 - $545,977
2,427 Added 10.25%
26,100 $5.81 Million
Q3 2020

Nov 04, 2020

BUY
$200.39 - $231.65 $252,691 - $292,110
1,261 Added 5.63%
23,673 $4.98 Million
Q2 2020

Aug 05, 2020

BUY
$152.11 - $203.51 $319,431 - $427,371
2,100 Added 10.34%
22,412 $4.56 Million
Q1 2020

Apr 27, 2020

BUY
$135.42 - $188.7 $149,503 - $208,324
1,104 Added 5.75%
20,312 $3.2 Million
Q4 2019

Feb 14, 2020

BUY
$134.65 - $158.96 $2.59 Million - $3.05 Million
19,208 New
19,208 $3.03 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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