A detailed history of Whalen Wealth Management Inc. transactions in Microsoft Corp stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 9,149 shares of MSFT stock, worth $3.82 Million. This represents 2.78% of its overall portfolio holdings.

Number of Shares
9,149
Previous 7,273 25.79%
Holding current value
$3.82 Million
Previous $3.25 Billion 21.12%
% of portfolio
2.78%
Previous 2.58%

Shares

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

Nov 07, 2024

BUY
$395.15 - $467.56 $741,301 - $877,142
1,876 Added 25.79%
9,149 $3.94 Billion
Q2 2024

Aug 01, 2024

SELL
$389.33 - $452.85 $15,183 - $17,661
-39 Reduced 0.53%
7,273 $3.25 Billion
Q1 2024

Apr 24, 2024

BUY
$367.75 - $429.37 $610,465 - $712,754
1,660 Added 29.37%
7,312 $3.08 Billion
Q4 2023

Feb 13, 2024

BUY
$313.39 - $382.7 $1.77 Million - $2.16 Million
5,652 New
5,652 $2.13 Billion

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.11T
  • 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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