Whelan Financial's ownership history for MSFT

Whelan Financial currently holds 11.3K shares with a market value of $4.2M. It started holding MSFT on 2024-09-30. At its peak, it held 11.4K shares on 2025-12-31. Its highest holding value was $5.7M on 2025-09-30. At its lowest, it held 4.1K shares on 2024-09-30, with a value of $1.8M on 2024-09-30. In the recent 180 days, Whelan Financial has increased its shares by 225. In the recent year, Whelan Financial has increased its shares by 3.1K.