Walled Lake Planning & Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Sell |
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|
2025
Q1 | $2.63M | Sell |
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|
2024
Q4 | $3.16M | Buy |
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|
2024
Q3 | $3.16M | Buy |
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|
2024
Q2 | $3.12M | Buy |
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|
2024
Q1 | $2.27M | Sell |
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|
2023
Q4 | $2.05M | Sell |
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|
2023
Q3 | $1.72M | Buy |
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|
2023
Q2 | $1.82M | Sell |
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|
2023
Q1 | $1.55M | Buy |
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|
2022
Q4 | $527K | Sell |
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|
2022
Q3 | $1.25M | Sell |
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|
2022
Q2 | $1.89M | Buy |
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|
2022
Q1 | $2.26M | Sell |
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|
2021
Q4 | $2.63M | Buy |
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|
2021
Q3 | $2.21M | Buy |
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|
2021
Q2 | $1.85M | Buy |
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|
2021
Q1 | $1.61M | Buy |
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|
2020
Q4 | $1.51M | Buy |
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|
2020
Q3 | $1.43M | Buy |
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|
2020
Q2 | $1.35M | Buy |
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|
2020
Q1 | $1M | Sell |
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|
2019
Q4 | $1.07M | Buy |
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