A detailed history of Westwood Wealth Management transactions in Microsoft Corp stock. As of the latest transaction made, Westwood Wealth Management holds 30,452 shares of MSFT stock, worth $13.1 Million. This represents 5.16% of its overall portfolio holdings.

Number of Shares
30,452
Previous 27,622 10.25%
Holding current value
$13.1 Million
Previous $12.3 Million 6.12%
% of portfolio
5.16%
Previous 4.95%

Shares

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

Nov 12, 2024

BUY
$395.15 - $467.56 $1.12 Million - $1.32 Million
2,830 Added 10.25%
30,452 $13.1 Million
Q2 2024

Aug 14, 2024

BUY
$389.33 - $452.85 $382,711 - $445,151
983 Added 3.69%
27,622 $12.3 Million
Q1 2024

May 01, 2024

BUY
$367.75 - $429.37 $892,897 - $1.04 Million
2,428 Added 10.03%
26,639 $11.2 Million
Q4 2023

Feb 12, 2024

SELL
$313.39 - $382.7 $83,048 - $101,415
-265 Reduced 1.08%
24,211 $9.1 Million
Q3 2023

Nov 08, 2023

SELL
$312.14 - $359.49 $315,261 - $363,084
-1,010 Reduced 3.96%
24,476 $7.73 Million
Q2 2023

Jul 26, 2023

BUY
$275.42 - $348.1 $27,542 - $34,810
100 Added 0.39%
25,486 $8.68 Million
Q1 2023

Apr 25, 2023

SELL
$222.31 - $288.3 $117,824 - $152,799
-530 Reduced 2.05%
25,386 $7.32 Million
Q4 2022

Feb 14, 2023

BUY
$214.25 - $257.22 $483,133 - $580,031
2,255 Added 9.53%
25,916 $6.22 Million
Q3 2022

Nov 14, 2022

SELL
$232.9 - $293.47 $41,922 - $52,824
-180 Reduced 0.76%
23,661 $5.51 Million
Q2 2022

Aug 05, 2022

SELL
$242.26 - $314.97 $1.44 Million - $1.87 Million
-5,925 Reduced 19.91%
23,841 $6.12 Million
Q1 2022

May 11, 2022

SELL
$275.85 - $334.75 $1.85 Million - $2.24 Million
-6,689 Reduced 18.35%
29,766 $9.18 Million
Q4 2021

Feb 14, 2022

BUY
$283.11 - $343.11 $10.3 Million - $12.5 Million
36,455 New
36,455 $12.3 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 $3.21T
  • 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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