Number of Shares
65,317.00
Current Holdings Value*
$24.52 Mil
% of Portfolio
1.66%
Total Estimate Gain
$60.37 Mil
% of Total Estimate Gain
16.61%

Cornerstone Wealth Management, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Cornerstone Wealth Management, LLC held 65,317.00 shares of Microsoft Corp(MSFT), totaling $24.52 Mil. This investment constitutes 1.66% of their stock portfolio, and Cornerstone Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q2. And since then Cornerstone Wealth Management, LLC has made 17 purchases of MSFT, at an average price of $98.26, for a total of 3.70 Mil shares. In addition, there have been 10 sales at an average price of $107.47 for 3.63 Mil shares. Based on historical transaction data and MSFT's current price of $510.05, Cornerstone Wealth Management, LLC's estimated gain on his MSFT holdings is $60.37 Mil, reflecting a 16.61% gain to date.

Cornerstone Wealth Management, LLC MSFT ($510.05) Holding Chart

Cornerstone Wealth Management, LLC MSFT ($510.05) 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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