MICROSOFT CORP

Ticker: MSFT CUSIP: 594918104 Class: Common Stock

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 47,497 Value ($000) $22,971 Avg Close $500.58 Range $464.89 - $552.69
Q3 2025
Shares 48,168 Value ($000) $24,949 Avg Close $508.71 Range $486.99 - $553.50
Q2 2025
Shares 48,821 Value ($000) $24,284 Avg Close $432.38 Range $342.95 - $499.00
Q1 2025
Shares 50,019 Value ($000) $18,777 Avg Close $405.08 Range $365.28 - $445.10
Q4 2024
Shares 50,361 Value ($000) $21,227 Avg Close $422.35 Range $401.80 - $452.82
Q3 2024
Shares 50,588 Value ($000) $21,768 Avg Close $423.10 Range $381.30 - $463.16
Q2 2024
Shares 50,886 Value ($000) $22,744 Avg Close $417.26 Range $383.04 - $451.11
Q1 2024
Shares 45,818 Value ($000) $19,277 Avg Close $399.26 Range $361.12 - $425.28
Q4 2023
Shares 45,429 Value ($000) $17,083 Avg Close $350.36 Range $306.02 - $378.65
Q3 2023
Shares 49,035 Value ($000) $15,483 Avg Close $324.59 Range $304.29 - $359.90
Q2 2023
Shares 48,973 Value ($000) $16,677 Avg Close $307.21 Range $269.61 - $344.87
Q1 2023
Shares 50,180 Value ($000) $14,467 Avg Close $249.46 Range $214.23 - $283.22
Q4 2022
Shares 50,510 Value ($000) $12,113 Avg Close $234.05 Range $207.86 - $257.76
Q3 2022
Shares 52,051 Value ($000) $12,123 Avg Close $256.88 Range $226.66 - $285.90
Q2 2022
Shares 51,958 Value ($000) $13,344 Avg Close $263.43 Range $234.71 - $305.53
Q1 2022
Shares 53,911 Value ($000) $16,621 Avg Close $291.40 Range $261.79 - $327.04
Q4 2021
Shares 52,793 Value ($000) $17,755 Avg Close $313.41 Range $270.67 - $338.33
Q3 2021
Shares 53,060 Value ($000) $14,959 Avg Close $280.73 Range $259.89 - $295.39
Q2 2021
Shares 54,878 Value ($000) $14,866 Avg Close $244.73 Range $228.94 - $261.86
Q1 2021
Shares 54,439 Value ($000) $12,835 Avg Close $222.90 Range $203.36 - $236.17
Q4 2020
Shares 56,057 Value ($000) $12,468 Avg Close $206.04 Range $191.04 - $218.32
Q3 2020
Shares 55,662 Value ($000) $11,707 Avg Close $200.75 Range $187.82 - $222.85
Q2 2020
Shares 56,010 Value ($000) $11,399 Avg Close $173.06 Range $143.15 - $195.15
Q1 2020
Shares 55,068 Value ($000) $8,685 Avg Close $156.34 Range $126.17 - $181.07
Q4 2019
Shares 58,352 Value ($000) $9,202 Avg Close $139.23 Range $126.06 - $151.49
Q3 2019
Shares 62,539 Value ($000) $8,695 Avg Close $129.91 Range $123.34 - $134.72
Q2 2019
Shares 69,634 Value ($000) $9,328 Avg Close $119.52 Range $110.97 - $130.53
Q1 2019
Shares 74,160 Value ($000) $8,747 Avg Close $102.29 Range $90.94 - $113.53
Q3 2018
Shares 77,819 Value ($000) $8,863 Avg Close $100.81 Range $90.95 - $107.41
Q2 2018
Shares 77,516 Value ($000) $7,656 Avg Close $89.76 Range $80.86 - $95.30
Q1 2018
Shares 77,078 Value ($000) $7,195 Avg Close $84.31 Range $77.10 - $89.85
Q4 2017
Shares 77,282 Value ($000) $6,614 Avg Close $75.26 Range $67.45 - $80.48
Q3 2017
Shares 85,120 Value ($000) $6,337 Avg Close $66.68 Range $61.92 - $69.52
Q2 2017
Shares 80,644 Value ($000) $5,568 Avg Close $62.32 Range $58.70 - $66.35
Q3 2014
Shares 123 Value ($000) $6 Avg Close $37.66 Range $34.56 - $40.29
Q2 2014
Shares 123 Value ($000) $5 Avg Close $33.96 Range $32.19 - $35.60
Q1 2014
Shares 113 Value ($000) $5 Avg Close $31.26 Range $28.73 - $34.69
Q4 2013
Shares 113 Value ($000) $4 Avg Close $30.02 Range $27.01 - $32.34
Q3 2013
Shares 113 Value ($000) $4 Avg Close $27.00 Range $25.36 - $29.79
Q2 2013
Shares 113 Value ($000) $4 Avg Close $26.70 Range $22.82 - $29.26