WALLER FINANCIAL PLANNING GROUP, INC's ownership history for MSFT


WALLER FINANCIAL PLANNING GROUP, INC currently holds 1.8K shares with a market value of $667.5K. It started holding MSFT on 2024-09-30. At its peak, it held 1.8K shares on 2025-03-31. Its highest holding value was $761.5K on 2025-09-30. At its lowest, it held 1.4K shares on 2025-12-31, with a value of $622.0K on 2024-12-31. In the recent 180 days, WALLER FINANCIAL PLANNING GROUP, INC has increased its shares by 333. In the recent year, WALLER FINANCIAL PLANNING GROUP, INC has decreased its shares by 20.

It has also owned 2 contracts of calls, with the market value of the underlying securities totaling $10.3K on 2026-03-31. At its peak, it held 2 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $10.3K on 2026-03-31. At its lowest, it held 2 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $10.3K on 2026-03-31.


WALLER FINANCIAL PLANNING GROUP, INC's ownership history for MSFT
WALLER FINANCIAL PLANNING GROUP, INC's ownership history for MSFT Call Options