A detailed history of Shira Ridge Wealth Management transactions in Microsoft Corp stock. As of the latest transaction made, Shira Ridge Wealth Management holds 6,980 shares of MSFT stock, worth $3.01 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
6,980
Previous 7,339 4.89%
Holding current value
$3.01 Million
Previous $3.28 Billion 8.44%
% of portfolio
1.53%
Previous 1.83%

Shares

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

Oct 10, 2024

SELL
$395.15 - $467.56 $141,858 - $167,854
-359 Reduced 4.89%
6,980 $3 Billion
Q2 2024

Jul 11, 2024

BUY
$389.33 - $452.85 $778 - $905
2 Added 0.03%
7,339 $3.28 Billion
Q1 2024

Apr 18, 2024

BUY
$367.75 - $429.37 $38,246 - $44,654
104 Added 1.44%
7,337 $3.09 Billion
Q4 2023

Jan 10, 2024

BUY
$313.39 - $382.7 $5,954 - $7,271
19 Added 0.26%
7,233 $2.72 Billion
Q3 2023

Oct 10, 2023

BUY
$312.14 - $359.49 $117,988 - $135,887
378 Added 5.53%
7,214 $2.28 Billion
Q2 2023

Jul 12, 2023

SELL
$275.42 - $348.1 $20,931 - $26,455
-76 Reduced 1.1%
6,836 $2.33 Billion
Q1 2023

May 08, 2023

SELL
$222.31 - $288.3 $15,339 - $19,892
-69 Reduced 0.99%
6,912 $1.99 Billion
Q4 2022

Jan 12, 2023

BUY
$214.25 - $257.22 $1.5 Million - $1.8 Million
6,981 New
6,981 $1.67 Billion

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.21T
  • 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

Track Shira Ridge Wealth Management Portfolio

Follow Shira Ridge Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shira Ridge Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Shira Ridge Wealth Management with notifications on news.