White Lighthouse Investment Management Inc. Microsoft Corp Transaction History

White Lighthouse Investment Management Inc.

$613 Million
Q2 2025

A detailed history of White Lighthouse Investment Management Inc. transactions in Microsoft Corp stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 6,762 shares of MSFT stock, worth $3.55 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

6,762

Previous 6,478 4.38%

Holding current value

$3.55 Million

Previous $2.43 Million 38.34%

% of portfolio

0.55%

Previous 0.44%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$354.56 - $497.45 $100,695 - $141,275	284 Added 4.38%	6,762 $3.36 Million
Q1 2025 May 12, 2025	BUY	$375.39 - $447.2 $82,961 - $98,831	221 Added 3.53%	6,478 $2.43 Million
Q4 2024 Feb 04, 2025	SELL	$406.35 - $454.46 $4,063 - $4,544	-10 Reduced 0.16%	6,257 $2.64 Million
Q3 2024 Oct 30, 2024	SELL	$395.15 - $467.56 $24,894 - $29,456	-63 Reduced 1.0%	6,267 $2.7 Million
Q2 2024 Jul 15, 2024	BUY	$389.33 - $452.85 $214,131 - $249,067	550 Added 9.52%	6,330 $2.83 Million
Q1 2024 May 07, 2024	BUY	$367.75 - $429.37 $4,780 - $5,581	13 Added 0.23%	5,780 $2.43 Million
Q4 2023 Jan 23, 2024	BUY	$313.39 - $382.7 $35,726 - $43,627	114 Added 2.02%	5,767 $2.17 Million
Q3 2023 Oct 18, 2023	BUY	$312.14 - $359.49 $47,445 - $54,642	152 Added 2.76%	5,653 $1.78 Million
Q2 2023 Aug 07, 2023	SELL	$275.42 - $348.1 $2,754 - $3,481	-10 Reduced 0.18%	5,501 $1.87 Million
Q1 2023 Apr 20, 2023	BUY	$222.31 - $288.3 $5,335 - $6,919	24 Added 0.44%	5,511 $1.59 Million
Q4 2022 Jan 24, 2023	SELL	$214.25 - $257.22 $10,498 - $12,603	-49 Reduced 0.89%	5,487 $0
Q3 2022 Oct 18, 2022	BUY	$232.9 - $293.47 $5,589 - $7,043	24 Added 0.44%	5,536 $1.29 Million
Q2 2022 Jul 20, 2022	SELL	$242.26 - $314.97 $12,597 - $16,378	-52 Reduced 0.93%	5,512 $1.42 Million
Q1 2022 Apr 20, 2022	SELL	$275.85 - $334.75 $3,310 - $4,017	-12 Reduced 0.22%	5,564 $1.72 Million
Q4 2021 Jan 12, 2022	BUY	$283.11 - $343.11 $14,721 - $17,841	52 Added 0.94%	5,576 $1.88 Million
Q3 2021 Oct 20, 2021	SELL	$271.6 - $305.22 $12,222 - $13,734	-45 Reduced 0.81%	5,524 $1.56 Million
Q2 2021 Jul 26, 2021	SELL	$239.0 - $271.4 $26,768 - $30,396	-112 Reduced 1.97%	5,569 $1.51 Million
Q1 2021 May 07, 2021	BUY	$212.25 - $244.99 $196,755 - $227,105	927 Added 19.5%	5,681 $1.34 Million
Q4 2020 Feb 03, 2021	SELL	$202.33 - $224.96 $9,914 - $11,023	-49 Reduced 1.02%	4,754 $1.06 Million
Q3 2020 Oct 15, 2020	SELL	$200.39 - $231.65 $3,406 - $3,938	-17 Reduced 0.35%	4,803 $1.01 Million
Q2 2020 Jul 23, 2020	SELL	$152.11 - $203.51 $40,613 - $54,337	-267 Reduced 5.25%	4,820 $981,000
Q1 2020 Apr 07, 2020	BUY	$135.42 - $188.7 $21,531 - $30,003	159 Added 3.23%	5,087 $802,000
Q4 2019 Jan 24, 2020	SELL	$134.65 - $158.96 $39,452 - $46,575	-293 Reduced 5.61%	4,928 $777,000
Q3 2019 Nov 13, 2019	BUY	$132.21 - $141.34 $25,252 - $26,995	191 Added 3.8%	5,221 $726,000
Q2 2019 Jul 31, 2019	SELL	$119.02 - $137.78 $15,948 - $18,462	-134 Reduced 2.59%	5,030 $674,000
Q1 2019 May 08, 2019	SELL	$97.4 - $120.22 $19,967 - $24,645	-205 Reduced 3.82%	5,164 $609,000
Q4 2018 Jan 23, 2019	BUY	$94.13 - $115.61 $21,744 - $26,705	231 Added 4.5%	5,369 $545,000
Q3 2018 Oct 24, 2018	SELL	$99.05 - $114.67 $1,881 - $2,178	-19 Reduced 0.37%	5,138 $588,000
Q2 2018 Aug 09, 2018	SELL	$88.52 - $102.49 $7,081 - $8,199	-80 Reduced 1.53%	5,157 $508,000
Q1 2018 Apr 12, 2018	BUY	$85.01 - $96.77 $85 - $96	1 Added 0.02%	5,237 $478,000
Q4 2017 Jan 10, 2018	BUY	$74.26 - $86.85 $388,825 - $454,746	5,236	5,236 $448,000

Others Institutions Holding MSFT

# of Institutions

6,548

Shares Held

5.21B

Call Options Held

75.7M

Put Options Held

90.3M

View Full List

About MICROSOFT CORP

Ticker MSFT
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 7,454,470,144
Market Cap $3.91T
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

Portfolio Update

Get notified when there are updates to the investment portfolio of White Lighthouse Investment Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on White Lighthouse Investment Management Inc. with notifications on news.

Account

White Lighthouse Investment Management Inc. Microsoft Corp Transaction History