A detailed history of Whelan Financial transactions in Microsoft Corp stock. As of the latest transaction made, Whelan Financial holds 3,826 shares of MSFT stock, worth $1.76 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
3,826
Previous 2,743 39.48%
Holding current value
$1.76 Million
Previous $1.03 Million 56.06%
% of portfolio
0.73%
Previous 0.48%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

BUY
$367.75 - $429.37 $398,273 - $465,007
1,083 Added 39.48%
3,826 $1.61 Million
Q4 2023

Jan 18, 2024

BUY
$313.39 - $382.7 $136,324 - $166,474
435 Added 18.85%
2,743 $1.03 Million
Q3 2023

Oct 20, 2023

BUY
$312.14 - $359.49 $85,214 - $98,140
273 Added 13.42%
2,308 $728,000
Q2 2023

Jul 18, 2023

BUY
$275.42 - $348.1 $275 - $348
1 Added 0.05%
2,035 $692,000
Q1 2023

May 22, 2023

SELL
$222.31 - $288.3 $1,778 - $2,306
-8 Reduced 0.39%
2,034 $586,000
Q4 2022

Jan 17, 2023

SELL
$214.25 - $257.22 $104,125 - $125,008
-486 Reduced 19.22%
2,042 $0
Q3 2022

Oct 18, 2022

BUY
$232.9 - $293.47 $83,611 - $105,355
359 Added 16.55%
2,528 $589,000
Q2 2022

Jul 18, 2022

SELL
$242.26 - $314.97 $180,241 - $234,337
-744 Reduced 25.54%
2,169 $557,000
Q1 2022

Apr 19, 2022

BUY
$275.85 - $334.75 $65,376 - $79,335
237 Added 8.86%
2,913 $898,000
Q4 2021

Jan 19, 2022

SELL
$283.11 - $343.11 $67,946 - $82,346
-240 Reduced 8.23%
2,676 $900,000
Q3 2021

Nov 29, 2021

BUY
$271.6 - $305.22 $791,985 - $890,021
2,916 New
2,916 $822,000

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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