Microsoft Corporation shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.2M | 7.5k | 421.49 |
| 2024-09-30 | $3.2M | 7.3k | 430.29 |
| 2024-06-30 | $3.1M | 7.0k | 446.96 |
| 2024-03-31 | $2.3M | 5.4k | 420.69 |
| 2023-09-30 | $1.7M | 5.5k | 315.77 |
| 2023-06-30 | $1.8M | 5.3k | 340.57 |
| 2023-03-31 | $1.6M | 5.4k | 288.30 |
| 2022-12-31 | $527k | 2.2k | 239.80 |
| 2022-09-30 | $1.3M | 5.4k | 232.84 |
| 2022-06-30 | $1.9M | 7.4k | 256.89 |
| 2022-03-31 | $2.3M | 7.3k | 308.28 |
| 2021-12-31 | $2.6M | 7.8k | 336.27 |
| 2021-09-30 | $2.2M | 7.8k | 281.90 |
| 2021-06-30 | $1.8M | 6.8k | 270.90 |
| 2021-03-31 | $1.6M | 6.8k | 235.76 |
| 2020-12-31 | $1.5M | 6.8k | 222.45 |
| 2020-09-30 | $1.4M | 6.8k | 210.29 |
| 2020-06-30 | $1.4M | 6.6k | 203.49 |
| 2020-03-31 | $1.0M | 6.4k | 157.66 |
| 2019-12-31 | $1.1M | 6.8k | 157.68 |
More positions owned by Walled Lake Planning & Wealth Management
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