Number of Shares
29,636.00
Current Holdings Value*
$11.13 Mil
% of Portfolio
6.67%
Total Estimate Gain
$5.06 Mil
% of Total Estimate Gain
49.01%

Finer Wealth Management, Inc.'s Microsoft Corp Holding Summary

As of 2025-03-31, Finer Wealth Management, Inc. held 29,636.00 shares of Microsoft Corp(MSFT), totaling $11.13 Mil. This investment constitutes 6.67% of their stock portfolio, and Finer Wealth Management, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then Finer Wealth Management, Inc. has made 9 purchases of MSFT, at an average price of $327.45, for a total of 31,524.00 shares. In addition, there have been 4 sales at an average price of $268.48 for 1,888.00 shares. Based on historical transaction data and MSFT's current price of $501.89, Finer Wealth Management, Inc.'s estimated gain on his MSFT holdings is $5.06 Mil, reflecting a 49.01% gain to date.

Finer Wealth Management, Inc. MSFT ($501.89) Holding Chart

Finer Wealth Management, Inc. MSFT ($501.89) 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 %

Top Ranked Articles

  • 1