Number of Shares
21,289.00
Current Holdings Value*
$7.99 Mil
% of Portfolio
2.83%
Total Estimate Gain
$3.40 Mil
% of Total Estimate Gain
18.21%

Gilliland Jeter Wealth Management LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Gilliland Jeter Wealth Management LLC held 21,289.00 shares of Microsoft Corp(MSFT), totaling $7.99 Mil. This investment constitutes 2.83% of their stock portfolio, and Gilliland Jeter Wealth Management LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2023Q4. And since then Gilliland Jeter Wealth Management LLC has made 1 purchases of MSFT, at an average price of $391.37, for a total of 47,692.00 shares. In addition, there have been 4 sales at an average price of $424.39 for 26,403.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Gilliland Jeter Wealth Management LLC's estimated gain on his MSFT holdings is $3.40 Mil, reflecting a 18.21% gain to date.

Gilliland Jeter Wealth Management LLC MSFT ($510.05) Holding Chart

Gilliland Jeter 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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