Number of Shares
20,723.00
Current Holdings Value*
$8.73 Mil
% of Portfolio
1.74%
Total Estimate Gain
$5.94 Mil
% of Total Estimate Gain
50.38%

DORCHESTER WEALTH MANAGEMENT Co's Microsoft Corp Holding Summary

As of 2024-12-31, DORCHESTER WEALTH MANAGEMENT Co held 20,723.00 shares of Microsoft Corp(MSFT), totaling $8.73 Mil. This investment constitutes 1.74% of their stock portfolio, and DORCHESTER WEALTH MANAGEMENT Co now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q2. And since then DORCHESTER WEALTH MANAGEMENT Co has made 13 purchases of MSFT, at an average price of $257.29, for a total of 45,853.00 shares. In addition, there have been 12 sales at an average price of $301.80 for 25,130.00 shares. Based on historical transaction data and MSFT's current price of $490.11, DORCHESTER WEALTH MANAGEMENT Co's estimated gain on his MSFT holdings is $5.94 Mil, reflecting a 50.38% gain to date.

DORCHESTER WEALTH MANAGEMENT Co MSFT ($490.11) Holding Chart

DORCHESTER WEALTH MANAGEMENT Co MSFT ($490.11) 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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