BKM Wealth Management, LLC MSFT Holdings History
BKM Wealth Management, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, BKM Wealth Management, LLC held 26,885.00 shares of Microsoft Corp(MSFT), totaling $10.09 Mil. This investment constitutes 4.16% of their stock portfolio, and BKM Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2023Q4. And since then BKM Wealth Management, LLC has made 3 purchases of MSFT, at an average price of $386.31, for a total of 42,520.00 shares. In addition, there have been 2 sales at an average price of $422.27 for 15,635.00 shares. Based on historical transaction data and MSFT's current price of $503.51, BKM Wealth Management, LLC's estimated gain on his MSFT holdings is $3.71 Mil, reflecting a 22.61% gain to date.
BKM Wealth Management, LLC MSFT ($503.51) Holding Chart
BKM Wealth Management, LLC MSFT ($503.51) 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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