Bernard Wealth Management Corp. MSFT Holdings History
Bernard Wealth Management Corp.'s Microsoft Corp Holding Summary
As of 2025-03-31, Bernard Wealth Management Corp. held 21,323.00 shares of Microsoft Corp(MSFT), totaling $8.00 Mil. This investment constitutes 3.91% of their stock portfolio, and Bernard Wealth Management Corp. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $407.71 for 21,523.00 shares. Based on historical transaction data and MSFT's current price of $505.87, Bernard Wealth Management Corp.'s estimated gain on his MSFT holdings is $1.31 Mil, reflecting a 7.17% gain to date.
Bernard Wealth Management Corp. MSFT ($505.87) Holding Chart
Bernard Wealth Management Corp. MSFT ($505.87) 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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