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 1,257 shares of MSFT stock, worth $533,143. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,257
Previous 1,122 12.03%
Holding current value
$533,143
Previous $472,000 18.86%
% of portfolio
0.24%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $3.16T
  • 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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