Wealth Plan Partners, LLC Microsoft Corp Transaction History

Wealth Plan Partners, LLC

  • $591 Million
  • Q3 2025

A detailed history of Wealth Plan Partners, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 27,515 shares of MSFT stock, worth $14 Million. This represents 2.41% of its overall portfolio holdings.

Number of Shares
27,515
Previous 19,278 42.73%
Holding current value
$14 Million
Previous $9.59 Million 48.62%
% of portfolio
2.41%
Previous 1.74%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$491.09 - $535.64 $4.05 Million - $4.41 Million
8,237 Added 42.73%
27,515 $14.3 Million
Q2 2025

Jul 28, 2025
SELL
$354.56 - $497.45 $660,899 - $927,246
-1,864 Reduced 8.82%
19,278 $9.59 Million
Q1 2025

May 09, 2025
BUY
$375.39 - $447.2 $219,978 - $262,059
586 Added 2.85%
21,142 $7.94 Billion
Q4 2024

Jan 30, 2025
BUY
$406.35 - $454.46 $296,635 - $331,755
730 Added 3.68%
20,556 $8.66 Billion
Q3 2024

Nov 05, 2024
SELL
$395.15 - $467.56 $316,120 - $374,048
-800 Reduced 3.88%
19,826 $8.53 Billion
Q2 2024

Aug 09, 2024
BUY
$389.33 - $452.85 $204,008 - $237,293
524 Added 2.61%
20,626 $9.22 Billion
Q1 2024

May 07, 2024
SELL
$367.75 - $429.37 $464,836 - $542,723
-1,264 Reduced 5.92%
20,102 $8.46 Billion
Q4 2023

Jan 05, 2024
BUY
$313.39 - $382.7 $258,546 - $315,727
825 Added 4.02%
21,366 $8.03 Billion
Q3 2023

Nov 01, 2023
BUY
$312.14 - $359.49 $1.55 Million - $1.79 Million
4,978 Added 31.99%
20,541 $6.49 Billion
Q2 2023

Jul 31, 2023
SELL
$275.42 - $348.1 $1.1 Million - $1.39 Million
-3,997 Reduced 20.43%
15,563 $5.3 Billion
Q1 2023

May 10, 2023
SELL
$222.31 - $288.3 $4.55 Million - $5.9 Million
-20,481 Reduced 51.15%
19,560 $5.64 Billion
Q4 2022

Feb 16, 2023
SELL
$214.25 - $257.22 $250,886 - $301,204
-1,171 Reduced 2.84%
40,041 $10.9 Billion
Q1 2022

May 03, 2022
SELL
$275.85 - $334.75 $366,604 - $444,882
-1,329 Reduced 3.12%
41,212 $11.4 Million
Q4 2021

Feb 01, 2022
SELL
$283.11 - $343.11 $110,129 - $133,469
-389 Reduced 0.91%
42,541 $13.2 Million
Q3 2021

Dec 09, 2021
BUY
$271.6 - $305.22 $259,106 - $291,179
954 Added 2.27%
42,930 $12.1 Million
Q2 2021

Aug 19, 2021
BUY
$239.0 - $271.4 $17,925 - $20,355
75 Added 0.18%
41,976 $12 Million
Q1 2021

May 11, 2021
SELL
$212.25 - $244.99 $99,120 - $114,410
-467 Reduced 1.1%
41,901 $10.4 Million
Q4 2020

Feb 09, 2021
BUY
$202.33 - $224.96 $876,291 - $974,301
4,331 Added 11.39%
42,368 $10.3 Million
Q3 2020

Dec 18, 2020
BUY
$200.39 - $231.65 $324,030 - $374,578
1,617 Added 4.44%
38,037 $8.2 Million
Q2 2020

Aug 19, 2020
BUY
$152.11 - $203.51 $252,958 - $338,437
1,663 Added 4.78%
36,420 $7.6 Million
Q1 2020

May 15, 2020
BUY
$135.42 - $188.7 $261,225 - $364,002
1,929 Added 5.88%
34,757 $6.28 Million
Q4 2019

Feb 14, 2020
BUY
$134.65 - $158.96 $283,707 - $334,928
2,107 Added 6.86%
32,828 $6.06 Million
Q3 2019

Nov 15, 2019
BUY
$132.21 - $141.34 $361,990 - $386,988
2,738 Added 9.78%
30,721 $4.53 Million
Q2 2019

Aug 19, 2019
SELL
$119.02 - $137.78 $256,131 - $296,502
-2,152 Reduced 7.14%
27,983 $3.88 Million
Q1 2019

May 16, 2019
BUY
$97.4 - $120.22 $94,380 - $116,493
969 Added 3.32%
30,135 $3.8 Million
Q4 2018

Feb 20, 2019
BUY
$94.13 - $115.61 $126,040 - $154,801
1,339 Added 4.81%
29,166 $3.16 Million
Q3 2018

Nov 21, 2018
BUY
$99.05 - $114.67 $195,029 - $225,785
1,969 Added 7.61%
27,827 $2.83 Million
Q2 2018

Aug 16, 2018
BUY
$88.52 - $102.49 $33,814 - $39,151
382 Added 1.5%
25,858 $2.55 Million
Q1 2018

May 16, 2018
BUY
$85.01 - $96.77 $2.17 Million - $2.47 Million
25,476 New
25,476 $2.33 Million

Others Institutions Holding MSFT

# of Institutions
6,772
Shares Held
5.98B
Call Options Held
94.5M
Put Options Held
84.9M
View Full List

About MICROSOFT CORP

MSFT Quotes by TradingView
  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.78T
  • 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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