WWM
Whalen Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Buy |
4,494
+1,907
| +74% | +$949K | 1.4% | 14 |
|
|
2025
Q1 | $971K | Sell |
2,587
-4,907
| -65% | -$1.84M | 0.65% | 35 |
|
|
2024
Q4 | $3.16M | Sell |
7,494
-1,655
| -18% | -$698K | 2.19% | 11 |
|
|
2024
Q3 | $3.94M | Buy |
9,149
+1,876
| +26% | +$807K | 2.78% | 7 |
|
|
2024
Q2 | $3.25M | Sell |
7,273
-39
| -0.5% | -$17.4K | 2.58% | 8 |
|
|
2024
Q1 | $3.08M | Buy |
7,312
+1,660
| +29% | +$698K | 2.28% | 7 |
|
|
2023
Q4 | $2.13M | Buy |
+5,652
| New | +$2.13M | 1.91% | 7 |
|