Number of Shares
20,601.00
Current Holdings Value*
$7.73 Mil
% of Portfolio
3.27%
Total Estimate Gain
$3.27 Mil
% of Total Estimate Gain
36.12%

Annis Gardner Whiting Capital Advisors, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Annis Gardner Whiting Capital Advisors, LLC held 20,601.00 shares of Microsoft Corp(MSFT), totaling $7.73 Mil. This investment constitutes 3.27% of their stock portfolio, and Annis Gardner Whiting Capital Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2023Q3. And since then Annis Gardner Whiting Capital Advisors, LLC has made 4 purchases of MSFT, at an average price of $363.61, for a total of 24,924.00 shares. In addition, there have been 2 sales at an average price of $423.00 for 4,323.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Annis Gardner Whiting Capital Advisors, LLC's estimated gain on his MSFT holdings is $3.27 Mil, reflecting a 36.12% gain to date.

Annis Gardner Whiting Capital Advisors, LLC MSFT ($510.05) Holding Chart

Annis Gardner Whiting Capital Advisors, LLC MSFT ($510.05) 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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