Number of Shares
10,283.00
Current Holdings Value*
$3.86 Mil
% of Portfolio
1.75%
Total Estimate Gain
$3.68 Mil
% of Total Estimate Gain
26.08%

AAFMAA Wealth Management & Trust LLC's Microsoft Corp Holding Summary

As of 2025-03-31, AAFMAA Wealth Management & Trust LLC held 10,283.00 shares of Microsoft Corp(MSFT), totaling $3.86 Mil. This investment constitutes 1.75% of their stock portfolio, and AAFMAA Wealth Management & Trust LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2020Q4. And since then AAFMAA Wealth Management & Trust LLC has made 7 purchases of MSFT, at an average price of $265.68, for a total of 53,173.00 shares. In addition, there have been 10 sales at an average price of $294.58 for 42,890.00 shares. Based on historical transaction data and MSFT's current price of $503.39, AAFMAA Wealth Management & Trust LLC's estimated gain on his MSFT holdings is $3.68 Mil, reflecting a 26.08% gain to date.

AAFMAA Wealth Management & Trust LLC MSFT ($503.39) Holding Chart

AAFMAA Wealth Management & Trust LLC MSFT ($503.39) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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