INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Microsoft Corporation Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$12.12M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-9.32%
quarter
Microsoft Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.18% | 93 shares | -1.22M | $232.9 | 52.05K |
| Q2 2022 | share | Decrease | -3.62% | -1.95K shares | -3.27M | $256.83 | 51.95K |
| Q1 2022 | share | Increase | +2.12% | 1.11K shares | -1.13M | $308.31 | 53.91K |
| Q4 2021 | share | Decrease | -0.50% | -267 shares | 2.79M | $339.32 | 52.79K |
| Q3 2021 | share | Decrease | -3.31% | -1.81K shares | 93K | $281.41 | 53.06K |
| Q2 2021 | share | Increase | +0.81% | 439 shares | 2.03M | $269.89 | 54.87K |
| Q1 2021 | share | Decrease | -2.89% | -1.61K shares | 367K | $234.35 | 54.43K |
| Q4 2020 | share | Increase | +0.71% | 395 shares | 761K | $220.57 | 56.05K |
| Q3 2020 | share | Decrease | -0.62% | -348 shares | 308K | $208.03 | 55.66K |
| Q2 2020 | share | Increase | +1.71% | 942 shares | 2.71M | $200.8 | 56.01K |
| Q1 2020 | share | Decrease | -5.63% | -3.28K shares | -517K | $155.18 | 55.06K |
| Q4 2019 | share | Decrease | -6.70% | -4.18K shares | 507K | $154.75 | 58.35K |
| Q3 2019 | share | Decrease | -10.19% | -7.09K shares | -633K | $135.97 | 62.53K |
| Q2 2019 | share | Decrease | -6.10% | -4.52K shares | 581K | $130.56 | 69.63K |
| Q1 2019 | share | Increase | 0.00% | 74.16K shares | 8.74M | $114.53 | 74.16K |
| Q4 2018 | share | Decrease | -100.00% | -77.81K shares | -8.86M | $98.21 | 0 |
| Q3 2018 | share | Increase | +0.39% | 303 shares | 1.20M | $110.1 | 77.81K |
| Q2 2018 | share | Increase | +0.57% | 438 shares | 461K | $94.56 | 77.51K |
| Q1 2018 | share | Decrease | -0.26% | -204 shares | 581K | $87.15 | 77.07K |
| Q4 2017 | share | Decrease | -9.21% | -7.83K shares | 277K | $81.3 | 77.28K |
| Q3 2017 | share | Increase | +5.55% | 4.47K shares | 769K | $70.44 | 85.12K |
| Q2 2017 | share | Increase | 0.00% | 80.64K shares | 5.56M | $64.84 | 80.64K |