BANNERMAN WEALTH MANAGEMENT GROUP, LLC MSFT Holdings History
Number of Shares
1,069.00
Current Holdings Value*
$531,680.00
% of Portfolio
0.41%
Total Estimate Gain
$82,302.31
% of Total Estimate Gain
17.77%
BANNERMAN WEALTH MANAGEMENT GROUP, LLC's Microsoft Corp Holding Summary
As of 2025-06-30, BANNERMAN WEALTH MANAGEMENT GROUP, LLC held 1,069.00 shares of Microsoft Corp(MSFT), totaling $531,680.00. This investment constitutes 0.41% of their stock portfolio, and BANNERMAN WEALTH MANAGEMENT GROUP, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2025Q2. And since then BANNERMAN WEALTH MANAGEMENT GROUP, LLC has made 1 purchases of MSFT, at an average price of $433.34, for a total of 1,069.00 shares. Based on historical transaction data and MSFT's current price of $510.33, BANNERMAN WEALTH MANAGEMENT GROUP, LLC's estimated gain on his MSFT holdings is $82,302.31, reflecting a 17.77% gain to date.
BANNERMAN WEALTH MANAGEMENT GROUP, LLC MSFT ($510.33) Holding Chart
BANNERMAN WEALTH MANAGEMENT GROUP, LLC MSFT ($510.33) 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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