Whelan Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.73M | Buy |
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|
2025
Q2 | $4.62M | Buy |
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|
2025
Q1 | $3.07M | Buy |
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|
2024
Q4 | $2.86M | Buy |
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|
2024
Q3 | $1.76M | Buy |
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|
2024
Q2 | $1.77M | Buy |
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|
2024
Q1 | $1.61M | Buy |
|
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $729K | Buy |
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|
2023
Q2 | $693K | Buy |
|
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|
2023
Q1 | $586K | Sell |
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|
2022
Q4 | $490K | Sell |
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|
2022
Q3 | $589K | Buy |
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|
2022
Q2 | $557K | Sell |
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|
2022
Q1 | $898K | Buy |
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|
2021
Q4 | $900K | Sell |
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|
2021
Q3 | $822K | Buy |
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