Schwallier Wealth Management LLC Microsoft Corp Transaction History
Schwallier Wealth Management LLC
- $164 Billion
- Q2 2025
A detailed history of Schwallier Wealth Management LLC transactions in Microsoft Corp stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 667 shares of MSFT stock, worth $345,379. This represents 0.2% of its overall portfolio holdings.
Number of Shares
667
Previous 836
20.22%
Holding current value
$345,379
Previous $314 Million
5.7%
% of portfolio
0.2%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding MSFT
# of Institutions
6,681Shares Held
6.03BCall Options Held
95.5MPut Options Held
80.1M-
Barclays PLC London, X0821MShares$425 Billion3.98% of portfolio
-
Vanguard Group Inc Valley Forge, PA705MShares$365 Billion5.88% of portfolio
-
Black Rock Inc. New York, NY554MShares$287 Billion5.69% of portfolio
-
State Street Corp Boston, MA299MShares$155 Billion5.74% of portfolio
-
Geode Capital Management, LLC Boston, MA179MShares$92.7 Billion6.42% of portfolio
About MICROSOFT CORP
- Ticker MSFT
- Exchange NASDAQ
- Sector Technology
- Industry Software—Infrastructure
- Shares Outstandng 7,454,470,144
- Market Cap $3.86T
- 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 ...