Number of Shares
14,299.00
Current Holdings Value*
$5.37 Mil
% of Portfolio
3.75%
Total Estimate Gain
$2.45 Mil
% of Total Estimate Gain
47.16%

Clay Northam Wealth Management, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Clay Northam Wealth Management, LLC held 14,299.00 shares of Microsoft Corp(MSFT), totaling $5.37 Mil. This investment constitutes 3.75% of their stock portfolio, and Clay Northam Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then Clay Northam Wealth Management, LLC has made 5 purchases of MSFT, at an average price of $325.62, for a total of 15,985.00 shares. In addition, there have been 8 sales at an average price of $290.01 for 1,686.00 shares. Based on historical transaction data and MSFT's current price of $501.48, Clay Northam Wealth Management, LLC's estimated gain on his MSFT holdings is $2.45 Mil, reflecting a 47.16% gain to date.

Clay Northam Wealth Management, LLC MSFT ($501.48) Holding Chart

Clay Northam Wealth Management, LLC MSFT ($501.48) 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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