A detailed history of Shakespeare Wealth Management, Inc. transactions in Microsoft Corp stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 1,740 shares of MSFT stock, worth $707,049. This represents 0.23% of its overall portfolio holdings.

Number of Shares
1,740
Previous 1,712 1.64%
Holding current value
$707,049
Previous $720,000 7.92%
% of portfolio
0.23%
Previous 0.21%

Shares

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

Aug 13, 2024

BUY
$389.33 - $452.85 $10,901 - $12,679
28 Added 1.64%
1,740 $777,000
Q1 2024

May 13, 2024

BUY
$367.75 - $429.37 $1,103 - $1,288
3 Added 0.18%
1,712 $720,000
Q4 2023

Feb 13, 2024

BUY
$313.39 - $382.7 $17,236 - $21,048
55 Added 3.33%
1,709 $642,000
Q3 2023

Nov 13, 2023

BUY
$312.14 - $359.49 $1,248 - $1,437
4 Added 0.24%
1,654 $522,000
Q2 2023

Aug 11, 2023

BUY
$275.42 - $348.1 $32,499 - $41,075
118 Added 7.7%
1,650 $561,000
Q1 2023

May 15, 2023

BUY
$222.31 - $288.3 $222 - $288
1 Added 0.07%
1,532 $441,000
Q4 2022

Feb 13, 2023

BUY
$214.25 - $257.22 $16,068 - $19,291
75 Added 5.15%
1,531 $367,000
Q3 2022

Nov 14, 2022

BUY
$232.9 - $293.47 $23,988 - $30,227
103 Added 7.61%
1,456 $339,000
Q2 2022

Aug 09, 2022

BUY
$242.26 - $314.97 $54,750 - $71,183
226 Added 20.05%
1,353 $352,000
Q1 2022

May 16, 2022

BUY
$275.85 - $334.75 $40,549 - $49,208
147 Added 15.0%
1,127 $355,000
Q4 2021

Jan 10, 2022

SELL
$283.11 - $343.11 $30,858 - $37,398
-109 Reduced 10.01%
980 $330,000
Q3 2021

Nov 15, 2021

BUY
$271.6 - $305.22 $50,246 - $56,465
185 Added 20.46%
1,089 $315,000
Q2 2021

Aug 09, 2021

SELL
$239.0 - $271.4 $107,550 - $122,129
-450 Reduced 33.23%
904 $262,000
Q1 2021

May 13, 2021

BUY
$212.25 - $244.99 $212 - $244
1 Added 0.07%
1,354 $319,000
Q3 2020

Nov 12, 2020

SELL
$200.39 - $231.65 $98,391 - $113,740
-491 Reduced 26.63%
1,353 $285,000
Q1 2020

Apr 01, 2020

BUY
$135.42 - $188.7 $65,949 - $91,896
487 Added 35.89%
1,844 $291,000
Q4 2019

Feb 10, 2020

SELL
$134.65 - $158.96 $146,768 - $173,266
-1,090 Reduced 44.54%
1,357 $214,000
Q3 2019

Nov 08, 2019

BUY
$132.21 - $141.34 $20,095 - $21,483
152 Added 6.62%
2,447 $340,000
Q2 2019

Aug 12, 2019

BUY
$119.02 - $137.78 $273,150 - $316,205
2,295 New
2,295 $307,000

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.03T
  • 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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