A detailed history of Waller Financial Planning Group, Inc transactions in Microsoft Corp stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 1,320 shares of MSFT stock, worth $606,249. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,320
Previous 1,290 2.33%
Holding current value
$606,249
Previous $542,000 8.67%
% of portfolio
0.16%
Previous 0.14%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 02, 2024

BUY
$389.33 - $452.85 $11,679 - $13,585
30 Added 2.33%
1,320 $589,000
Q1 2024

Apr 02, 2024

BUY
$367.75 - $429.37 $60,678 - $70,846
165 Added 14.67%
1,290 $542,000
Q4 2023

Jan 03, 2024

BUY
$313.39 - $382.7 $17,863 - $21,813
57 Added 5.34%
1,125 $423,000
Q3 2023

Oct 18, 2023

SELL
$312.14 - $359.49 $9,052 - $10,425
-29 Reduced 2.64%
1,068 $337,000
Q2 2023

Jul 05, 2023

SELL
$275.42 - $348.1 $18,728 - $23,670
-68 Reduced 5.84%
1,097 $373,000
Q3 2022

Oct 20, 2022

BUY
$232.9 - $293.47 $8,850 - $11,151
38 Added 3.37%
1,165 $271,000
Q2 2022

Jul 18, 2022

BUY
$242.26 - $314.97 $4,845 - $6,299
20 Added 1.81%
1,127 $289,000
Q1 2022

Apr 18, 2022

BUY
$275.85 - $334.75 $5,517 - $6,695
20 Added 1.84%
1,107 $341,000
Q3 2021

Oct 19, 2021

BUY
$271.6 - $305.22 $44,542 - $50,056
164 Added 17.77%
1,087 $306,000
Q4 2020

Jan 14, 2021

SELL
$202.33 - $224.96 $55,033 - $61,189
-272 Reduced 22.76%
923 $205,000
Q3 2020

Oct 19, 2020

BUY
$200.39 - $231.65 $3,005 - $3,474
15 Added 1.27%
1,195 $251,000
Q2 2020

Jul 14, 2020

SELL
$152.11 - $203.51 $39,548 - $52,912
-260 Reduced 18.06%
1,180 $240,000
Q1 2020

Apr 13, 2020

BUY
$135.42 - $188.7 $195,004 - $271,728
1,440 New
1,440 $227,000

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.42T
  • 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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