A detailed history of Wealth Dimensions Group, Ltd. transactions in Microsoft Corp stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 16,846 shares of MSFT stock, worth $7.4 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares
16,846
Previous 16,217 3.88%
Holding current value
$7.4 Million
Previous $7.25 Million 0.01%
% of portfolio
1.84%
Previous 2.07%

Shares

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

Nov 12, 2024

BUY
$395.15 - $467.56 $248,549 - $294,095
629 Added 3.88%
16,846 $7.25 Million
Q2 2024

Aug 09, 2024

SELL
$389.33 - $452.85 $138,212 - $160,761
-355 Reduced 2.14%
16,217 $7.25 Million
Q1 2024

May 09, 2024

SELL
$367.75 - $429.37 $167,326 - $195,363
-455 Reduced 2.67%
16,572 $6.97 Million
Q4 2023

Feb 09, 2024

SELL
$313.39 - $382.7 $243,817 - $297,740
-778 Reduced 4.37%
17,027 $6.4 Million
Q3 2023

Nov 14, 2023

BUY
$312.14 - $359.49 $90,520 - $104,252
290 Added 1.66%
17,805 $5.62 Million
Q2 2023

Aug 14, 2023

SELL
$275.42 - $348.1 $50,126 - $63,354
-182 Reduced 1.03%
17,515 $5.96 Million
Q1 2023

May 09, 2023

SELL
$222.31 - $288.3 $352,805 - $457,532
-1,587 Reduced 8.23%
17,697 $5.1 Million
Q4 2022

Feb 10, 2023

BUY
$214.25 - $257.22 $144,404 - $173,366
674 Added 3.62%
19,284 $4.62 Million
Q3 2022

Nov 10, 2022

SELL
$232.9 - $293.47 $12,343 - $15,553
-53 Reduced 0.28%
18,610 $4.33 Million
Q2 2022

Aug 05, 2022

BUY
$242.26 - $314.97 $39,003 - $50,710
161 Added 0.87%
18,663 $4.79 Million
Q1 2022

May 04, 2022

BUY
$275.85 - $334.75 $172,406 - $209,218
625 Added 3.5%
18,502 $5.7 Million
Q4 2021

Feb 04, 2022

SELL
$283.11 - $343.11 $98,522 - $119,402
-348 Reduced 1.91%
17,877 $6.01 Million
Q3 2021

Nov 03, 2021

BUY
$271.6 - $305.22 $247,970 - $278,665
913 Added 5.27%
18,225 $5.14 Million
Q2 2021

Aug 12, 2021

BUY
$239.0 - $271.4 $122,846 - $139,499
514 Added 3.06%
17,312 $4.69 Million
Q1 2021

May 13, 2021

BUY
$212.25 - $244.99 $134,566 - $155,323
634 Added 3.92%
16,798 $3.96 Million
Q4 2020

Feb 17, 2021

BUY
$202.33 - $224.96 $3.27 Million - $3.64 Million
16,164 New
16,164 $3.6 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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