A detailed history of Shanker Valleau Wealth Advisors, Inc. transactions in Microsoft Corp stock. As of the latest transaction made, Shanker Valleau Wealth Advisors, Inc. holds 2,552 shares of MSFT stock, worth $1.07 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
2,552
Previous 1,257 103.02%
Holding current value
$1.07 Million
Previous $561,000 95.54%
% of portfolio
0.37%
Previous 0.24%

Shares

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

Oct 08, 2024

BUY
$395.15 - $467.56 $511,719 - $605,490
1,295 Added 103.02%
2,552 $1.1 Million
Q2 2024

Jul 02, 2024

BUY
$389.33 - $452.85 $52,559 - $61,134
135 Added 12.03%
1,257 $561,000
Q1 2024

Apr 17, 2024

BUY
$367.75 - $429.37 $25,742 - $30,055
70 Added 6.65%
1,122 $472,000
Q4 2023

Jan 11, 2024

BUY
$313.39 - $382.7 $86,495 - $105,625
276 Added 35.57%
1,052 $395,000
Q2 2023

Jul 12, 2023

BUY
$275.42 - $348.1 $213,725 - $270,125
776 New
776 $264,000

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.13T
  • 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
Track This Portfolio

Track Shanker Valleau Wealth Advisors, Inc. Portfolio

Follow Shanker Valleau Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shanker Valleau Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Shanker Valleau Wealth Advisors, Inc. with notifications on news.