A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Microsoft Corp stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 7,352 shares of MSFT stock, worth $3.23 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
7,352
Previous 7,281 0.98%
Holding current value
$3.23 Million
Previous $3.25 Million 2.8%
% of portfolio
1.05%
Previous 1.16%

Shares

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

Nov 01, 2024

BUY
$395.15 - $467.56 $28,055 - $33,196
71 Added 0.98%
7,352 $3.16 Million
Q2 2024

Aug 06, 2024

SELL
$389.33 - $452.85 $52,170 - $60,681
-134 Reduced 1.81%
7,281 $3.25 Million
Q1 2024

May 09, 2024

BUY
$367.75 - $429.37 $885,909 - $1.03 Million
2,409 Added 48.12%
7,415 $3.12 Million
Q4 2023

Feb 01, 2024

SELL
$313.39 - $382.7 $213,731 - $261,001
-682 Reduced 11.99%
5,006 $1.88 Million
Q2 2023

Jul 26, 2023

SELL
$275.42 - $348.1 $532,937 - $673,573
-1,935 Reduced 25.38%
5,688 $1.94 Million
Q1 2023

May 11, 2023

SELL
$222.31 - $288.3 $130,940 - $169,808
-589 Reduced 7.17%
7,623 $2.2 Million
Q4 2022

Feb 09, 2023

SELL
$214.25 - $257.22 $30,209 - $36,268
-141 Reduced 1.69%
8,212 $1.97 Million
Q3 2022

Nov 10, 2022

SELL
$232.9 - $293.47 $465 - $586
-2 Reduced 0.02%
8,353 $1.95 Million
Q2 2022

Aug 02, 2022

BUY
$242.26 - $314.97 $211,977 - $275,598
875 Added 11.7%
8,355 $2.15 Million
Q1 2022

May 12, 2022

BUY
$275.85 - $334.75 $241,368 - $292,906
875 Added 13.25%
7,480 $2.31 Million
Q4 2021

Feb 03, 2022

SELL
$283.11 - $343.11 $61,434 - $74,454
-217 Reduced 3.18%
6,605 $2.22 Million
Q3 2021

Nov 12, 2021

BUY
$271.6 - $305.22 $63,826 - $71,726
235 Added 3.57%
6,822 $1.92 Million
Q2 2021

Aug 13, 2021

SELL
$239.0 - $271.4 $246,409 - $279,813
-1,031 Reduced 13.53%
6,587 $1.78 Million
Q1 2021

May 10, 2021

SELL
$212.25 - $244.99 $37,143 - $42,873
-175 Reduced 2.25%
7,618 $1.8 Million
Q4 2020

Feb 09, 2021

SELL
$202.33 - $224.96 $120,791 - $134,301
-597 Reduced 7.12%
7,793 $1.73 Million
Q3 2020

Nov 10, 2020

SELL
$200.39 - $231.65 $49,295 - $56,985
-246 Reduced 2.85%
8,390 $1.77 Million
Q2 2020

Aug 13, 2020

SELL
$152.11 - $203.51 $532,841 - $712,895
-3,503 Reduced 28.86%
8,636 $1.76 Million
Q1 2020

May 11, 2020

BUY
$135.42 - $188.7 $134,742 - $187,756
995 Added 8.93%
12,139 $1.91 Million
Q4 2019

Feb 10, 2020

SELL
$134.65 - $158.96 $71,095 - $83,930
-528 Reduced 4.52%
11,144 $1.76 Million
Q3 2019

Nov 12, 2019

SELL
$132.21 - $141.34 $26,442 - $28,268
-200 Reduced 1.68%
11,672 $1.62 Million
Q2 2019

Aug 06, 2019

SELL
$119.02 - $137.78 $178,530 - $206,670
-1,500 Reduced 11.22%
11,872 $1.59 Million
Q1 2019

May 08, 2019

SELL
$97.4 - $120.22 $110,743 - $136,690
-1,137 Reduced 7.84%
13,372 $1.58 Million
Q4 2018

Feb 08, 2019

BUY
$94.13 - $115.61 $1.37 Million - $1.68 Million
14,509 New
14,509 $1.47 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 $3.27T
  • 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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