A detailed history of Waterford Advisors, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Waterford Advisors, LLC holds 2,612 shares of MSFT stock, worth $1.07 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
2,612
Previous 2,597 0.58%
Holding current value
$1.07 Million
Previous $1.09 Million 6.87%
% of portfolio
0.49%
Previous 0.46%

Shares

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

Aug 14, 2024

BUY
$389.33 - $452.85 $5,839 - $6,792
15 Added 0.58%
2,612 $1.17 Million
Q4 2023

Feb 13, 2024

SELL
$313.39 - $382.7 $54,843 - $66,972
-175 Reduced 6.31%
2,597 $976,000
Q3 2023

Nov 07, 2023

BUY
$312.14 - $359.49 $48,069 - $55,361
154 Added 5.88%
2,772 $875,000
Q2 2023

Jul 31, 2023

SELL
$275.42 - $348.1 $48,749 - $61,613
-177 Reduced 6.33%
2,618 $892,000
Q1 2023

May 02, 2023

BUY
$222.31 - $288.3 $8,670 - $11,243
39 Added 1.42%
2,795 $806,000
Q4 2022

Feb 14, 2023

BUY
$214.25 - $257.22 $590,473 - $708,898
2,756 New
2,756 $661,000

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.07T
  • 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 Waterford Advisors, LLC Portfolio

Follow Waterford Advisors, LLC 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 Waterford Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waterford Advisors, LLC with notifications on news.