Bernard Wealth Management Corp. MSFT Holdings History
Bernard Wealth Management Corp.'s Microsoft Corp Holding Summary
As of 2025-06-30, Bernard Wealth Management Corp. held 20,524.00 shares of Microsoft Corp(MSFT), totaling $10.21 Mil. This investment constitutes 4.73% 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 2 sales at an average price of $408.63 for 22,322.00 shares. Based on historical transaction data and MSFT's current price of $510.88, Bernard Wealth Management Corp.'s estimated gain on his MSFT holdings is $1.35 Mil, reflecting a 7.41% gain to date.
Bernard Wealth Management Corp. MSFT ($510.88) Holding Chart
Bernard Wealth Management Corp. MSFT ($510.88) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
