Cook Wealth, LLC MSFT Holdings History

Number of Shares
11,525.00
Current Holdings Value*
$4.90 Mil
% of Portfolio
2.38%
Total Estimate Gain
$1.47 Mil
% of Total Estimate Gain
30.85%

Cook Wealth, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Cook Wealth, LLC held 11,525.00 shares of Microsoft Corp(MSFT), totaling $4.90 Mil. This investment constitutes 2.38% of their stock portfolio, and Cook Wealth, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then Cook Wealth, LLC has made 10 purchases of MSFT, at an average price of $369.21, for a total of 12,920.00 shares. In addition, there have been 3 sales at an average price of $407.50 for 1,395.00 shares. Based on historical transaction data and MSFT's current price of $492.27, Cook Wealth, LLC's estimated gain on his MSFT holdings is $1.47 Mil, reflecting a 30.85% gain to date.

Cook Wealth, LLC MSFT ($492.27) Holding Chart

Cook Wealth, LLC MSFT ($492.27) 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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