Ownership history in Whelan Financial · 18 quarters on record
This page tracks every 13F SEC filing in which Whelan Financial reported a position in MICROSOFT CORP (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 11,377 | +314 | +2.8% | 1.72% | $5.5M | $482.52 |
| 2025 Q3 | ADDED | 11,063 | +1,769 | +19.0% | 1.82% | $5.7M | $515.81 |
| 2025 Q2 | ADDED | 9,294 | +1,110 | +13.6% | 1.67% | $4.6M | $494.54 |
| 2025 Q1 | ADDED | 8,184 | +1,391 | +20.5% | 1.19% | $3.1M | $372.54 |
As of 2025 Q4 — sorted by position size