A detailed history of Transform Wealth, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Transform Wealth, LLC holds 138,295 shares of MSFT stock, worth $59.8 Million. This represents 4.07% of its overall portfolio holdings.

Number of Shares
138,295
Previous 132,776 4.16%
Holding current value
$59.8 Million
Previous $59.3 Million 0.26%
% of portfolio
4.07%
Previous 4.53%

Shares

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

Oct 15, 2024

BUY
$395.15 - $467.56 $2.18 Million - $2.58 Million
5,519 Added 4.16%
138,295 $59.5 Million
Q2 2024

Jul 15, 2024

BUY
$389.33 - $452.85 $423,591 - $492,700
1,088 Added 0.83%
132,776 $59.3 Million
Q1 2024

Apr 15, 2024

SELL
$367.75 - $429.37 $585,458 - $683,557
-1,592 Reduced 1.19%
131,688 $55.4 Million
Q4 2023

Jan 18, 2024

SELL
$313.39 - $382.7 $322,478 - $393,798
-1,029 Reduced 0.77%
133,280 $50.1 Million
Q3 2023

Oct 10, 2023

SELL
$312.14 - $359.49 $3.08 Million - $3.54 Million
-9,857 Reduced 6.84%
134,309 $42.4 Million
Q2 2023

Jul 13, 2023

BUY
$275.42 - $348.1 $347,304 - $438,954
1,261 Added 0.88%
144,166 $49.1 Million
Q1 2023

Apr 14, 2023

BUY
$222.31 - $288.3 $2.7 Million - $3.5 Million
12,125 Added 9.27%
142,905 $41.2 Million
Q4 2022

Jan 12, 2023

BUY
$214.25 - $257.22 $2.86 Million - $3.43 Million
13,335 Added 11.35%
130,780 $0
Q3 2022

Oct 21, 2022

BUY
$232.9 - $293.47 $659,572 - $831,107
2,832 Added 2.47%
117,445 $27.4 Million
Q2 2022

Jul 15, 2022

BUY
$242.26 - $314.97 $18,896 - $24,567
78 Added 0.07%
114,613 $29.4 Million
Q1 2022

Apr 25, 2022

BUY
$275.85 - $334.75 $508,115 - $616,609
1,842 Added 1.63%
114,535 $35.3 Million
Q4 2021

Jan 26, 2022

SELL
$283.11 - $343.11 $458,071 - $555,151
-1,618 Reduced 1.42%
112,693 $37.9 Million
Q3 2021

Oct 15, 2021

BUY
$271.6 - $305.22 $125,750 - $141,316
463 Added 0.41%
114,311 $32.2 Million
Q2 2021

Jul 20, 2021

BUY
$239.0 - $271.4 $11.9 Million - $13.5 Million
49,755 Added 77.63%
113,848 $30.8 Million
Q1 2021

Apr 22, 2021

BUY
$212.25 - $244.99 $358,914 - $414,278
1,691 Added 2.71%
64,093 $15.1 Million
Q4 2020

Jan 20, 2021

SELL
$202.33 - $224.96 $9.71 Million - $10.8 Million
-47,997 Reduced 43.48%
62,402 $13.9 Million
Q3 2020

Oct 21, 2020

SELL
$200.39 - $231.65 $133,860 - $154,742
-668 Reduced 0.6%
110,399 $23.2 Million
Q2 2020

Jul 22, 2020

SELL
$152.11 - $203.51 $41,221 - $55,151
-271 Reduced 0.24%
111,067 $22.6 Million
Q1 2020

Apr 30, 2020

BUY
$135.42 - $188.7 $1.66 Million - $2.31 Million
12,261 Added 12.38%
111,338 $17.6 Million
Q4 2019

Jan 24, 2020

SELL
$134.65 - $158.96 $71,633 - $84,566
-532 Reduced 0.53%
99,077 $15.6 Million
Q3 2019

Oct 24, 2019

SELL
$132.21 - $141.34 $921,371 - $984,998
-6,969 Reduced 6.54%
99,609 $13.8 Million
Q2 2019

Jul 30, 2019

SELL
$119.02 - $137.78 $2.93 Million - $3.39 Million
-24,597 Reduced 18.75%
106,578 $14.3 Million
Q1 2019

Apr 12, 2019

SELL
$97.4 - $120.22 $789,816 - $974,863
-8,109 Reduced 5.82%
131,175 $15.5 Million
Q4 2018

Jan 30, 2019

SELL
$94.13 - $115.61 $210,568 - $258,619
-2,237 Reduced 1.58%
139,284 $14.1 Million
Q3 2018

Oct 25, 2018

SELL
$99.05 - $114.67 $693,250 - $802,575
-6,999 Reduced 4.71%
141,521 $16.2 Million
Q2 2018

Aug 03, 2018

SELL
$88.52 - $102.49 $20,625 - $23,880
-233 Reduced 0.16%
148,520 $14.6 Million
Q1 2018

May 03, 2018

BUY
$85.01 - $96.77 $847,719 - $964,990
9,972 Added 7.19%
148,753 $13.6 Million
Q4 2017

Feb 08, 2018

BUY
$74.26 - $86.85 $6.43 Million - $7.52 Million
86,539 Added 165.65%
138,781 $11.9 Million
Q3 2017

Oct 19, 2017

BUY
$71.41 - $75.44 $3.73 Million - $3.94 Million
52,242
52,242 $3.89 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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