Number of Shares
54,387.00
Current Holdings Value*
$20.42 Mil
% of Portfolio
3.9%
Total Estimate Gain
$25.99 Mil
% of Total Estimate Gain
241.14%

Alpha Omega Wealth Management LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Alpha Omega Wealth Management LLC held 54,387.00 shares of Microsoft Corp(MSFT), totaling $20.42 Mil. This investment constitutes 3.9% of their stock portfolio, and Alpha Omega Wealth Management LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q2. And since then Alpha Omega Wealth Management LLC has made 3 purchases of MSFT, at an average price of $110.76, for a total of 97,314.00 shares. In addition, there have been 25 sales at an average price of $228.23 for 42,927.00 shares. Based on historical transaction data and MSFT's current price of $495.94, Alpha Omega Wealth Management LLC's estimated gain on his MSFT holdings is $25.99 Mil, reflecting a 241.14% gain to date.

Alpha Omega Wealth Management LLC MSFT ($495.94) Holding Chart

Alpha Omega Wealth Management LLC MSFT ($495.94) 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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