Duncan Williams Asset Management, LLC MSFT Holdings History
Duncan Williams Asset Management, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Duncan Williams Asset Management, LLC held 18,484.00 shares of Microsoft Corp(MSFT), totaling $6.94 Mil. This investment constitutes 2.51% of their stock portfolio, and Duncan Williams Asset Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2024Q1. And since then Duncan Williams Asset Management, LLC has made 3 purchases of MSFT, at an average price of $407.31, for a total of 19,776.00 shares. In addition, there have been 1 sales at an average price of $422.32 for 1,292.00 shares. Based on historical transaction data and MSFT's current price of $511.70, Duncan Williams Asset Management, LLC's estimated gain on his MSFT holdings is $1.95 Mil, reflecting a 24.20% gain to date.
Duncan Williams Asset Management, LLC MSFT ($511.70) Holding Chart
Duncan Williams Asset Management, LLC MSFT ($511.70) 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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