WLPWM
Walled Lake Planning & Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Sell |
6,984
-26
| -0.4% | -$12.9K | 1.13% | 23 |
|
|
2025
Q1 | $2.63M | Sell |
7,010
-487
| -6% | -$183K | 0.93% | 36 |
|
|
2024
Q4 | $3.16M | Buy |
7,497
+162
| +2% | +$68.3K | 1.18% | 27 |
|
|
2024
Q3 | $3.16M | Buy |
7,335
+365
| +5% | +$157K | 1.19% | 26 |
|
|
2024
Q2 | $3.12M | Buy |
6,970
+1,574
| +29% | +$704K | 1.27% | 27 |
|
|
2024
Q1 | $2.27M | Sell |
5,396
-57
| -1% | -$24K | 0.93% | 30 |
|
|
2023
Q4 | $2.05M | Sell |
5,453
-2
| -0% | -$752 | 0.95% | 27 |
|
|
2023
Q3 | $1.72M | Buy |
5,455
+108
| +2% | +$34.1K | 0.86% | 31 |
|
|
2023
Q2 | $1.82M | Sell |
5,347
-39
| -0.7% | -$13.3K | 0.89% | 29 |
|
|
2023
Q1 | $1.55M | Buy |
5,386
+3,187
| +145% | +$919K | 0.81% | 29 |
|
|
2022
Q4 | $527K | Sell |
2,199
-3,178
| -59% | -$762K | 0.36% | 36 |
|
|
2022
Q3 | $1.25M | Sell |
5,377
-1,992
| -27% | -$464K | 0.87% | 33 |
|
|
2022
Q2 | $1.89M | Buy |
7,369
+38
| +0.5% | +$9.76K | 1.3% | 28 |
|
|
2022
Q1 | $2.26M | Sell |
7,331
-496
| -6% | -$153K | 1.34% | 28 |
|
|
2021
Q4 | $2.63M | Buy |
7,827
+5
| +0.1% | +$1.68K | 1.53% | 28 |
|
|
2021
Q3 | $2.21M | Buy |
7,822
+1,004
| +15% | +$283K | 1.36% | 28 |
|
|
2021
Q2 | $1.85M | Buy |
6,818
+6
| +0.1% | +$1.63K | 1.2% | 26 |
|
|
2021
Q1 | $1.61M | Buy |
6,812
+6
| +0.1% | +$1.42K | 1.11% | 26 |
|
|
2020
Q4 | $1.51M | Buy |
6,806
+6
| +0.1% | +$1.34K | 1.15% | 27 |
|
|
2020
Q3 | $1.43M | Buy |
6,800
+156
| +2% | +$32.8K | 1.16% | 28 |
|
|
2020
Q2 | $1.35M | Buy |
6,644
+276
| +4% | +$56.2K | 1.13% | 27 |
|
|
2020
Q1 | $1M | Sell |
6,368
-437
| -6% | -$68.9K | 0.92% | 28 |
|
|
2019
Q4 | $1.07M | Buy |
+6,805
| New | +$1.07M | 0.77% | 29 |
|