A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 6,970 shares of MSFT stock, worth $2.86 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares
6,970
Previous 5,396 29.17%
Holding current value
$2.86 Million
Previous $2.27 Million 37.22%
% of portfolio
1.38%
Previous 1.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$389.33 - $452.85 $612,805 - $712,785
1,574 Added 29.17%
6,970 $3.12 Million
Q1 2024

May 13, 2024

SELL
$367.75 - $429.37 $20,961 - $24,474
-57 Reduced 1.05%
5,396 $2.27 Million
Q4 2023

Feb 13, 2024

SELL
$313.39 - $382.7 $626 - $765
-2 Reduced 0.04%
5,453 $2.05 Million
Q3 2023

Nov 14, 2023

BUY
$312.14 - $359.49 $33,711 - $38,824
108 Added 2.02%
5,455 $1.72 Million
Q2 2023

Aug 11, 2023

SELL
$275.42 - $348.1 $10,741 - $13,575
-39 Reduced 0.72%
5,347 $1.82 Million
Q1 2023

May 12, 2023

BUY
$222.31 - $288.3 $708,501 - $918,812
3,187 Added 144.93%
5,386 $1.55 Million
Q4 2022

Feb 13, 2023

SELL
$214.25 - $257.22 $680,886 - $817,445
-3,178 Reduced 59.1%
2,199 $527,000
Q3 2022

Nov 01, 2022

SELL
$232.9 - $293.47 $463,936 - $584,592
-1,992 Reduced 27.03%
5,377 $1.25 Million
Q2 2022

Aug 09, 2022

BUY
$242.26 - $314.97 $9,205 - $11,968
38 Added 0.52%
7,369 $1.89 Million
Q1 2022

May 13, 2022

SELL
$275.85 - $334.75 $136,821 - $166,036
-496 Reduced 6.34%
7,331 $2.26 Million
Q4 2021

Feb 10, 2022

BUY
$283.11 - $343.11 $1,415 - $1,715
5 Added 0.06%
7,827 $2.63 Million
Q3 2021

Nov 15, 2021

BUY
$271.6 - $305.22 $272,686 - $306,440
1,004 Added 14.73%
7,822 $2.21 Million
Q2 2021

Aug 16, 2021

BUY
$239.0 - $271.4 $1,434 - $1,628
6 Added 0.09%
6,818 $1.85 Million
Q1 2021

May 17, 2021

BUY
$212.25 - $244.99 $1,273 - $1,469
6 Added 0.09%
6,812 $1.61 Million
Q4 2020

Feb 19, 2021

BUY
$202.33 - $224.96 $1,213 - $1,349
6 Added 0.09%
6,806 $1.51 Million
Q3 2020

Nov 13, 2020

BUY
$200.39 - $231.65 $31,260 - $36,137
156 Added 2.35%
6,800 $1.43 Million
Q2 2020

Aug 18, 2020

BUY
$152.11 - $203.51 $41,982 - $56,168
276 Added 4.33%
6,644 $1.35 Million
Q1 2020

May 15, 2020

SELL
$135.42 - $188.7 $59,178 - $82,461
-437 Reduced 6.42%
6,368 $1 Million
Q4 2019

May 15, 2020

BUY
$134.65 - $158.96 $916,293 - $1.08 Million
6,805 New
6,805 $1.07 Million

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.06T
  • 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
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