Number of Shares
1,903.00
Current Holdings Value*
$714,370.00
% of Portfolio
0.3%
Total Estimate Gain
$214,941.78
% of Total Estimate Gain
26.46%

Kathleen S. Wright Associates Inc.'s Microsoft Corp Holding Summary

As of 2025-03-31, Kathleen S. Wright Associates Inc. held 1,903.00 shares of Microsoft Corp(MSFT), totaling $714,370.00. This investment constitutes 0.3% of their stock portfolio, and Kathleen S. Wright Associates Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then Kathleen S. Wright Associates Inc. has made 6 purchases of MSFT, at an average price of $396.30, for a total of 2,050.00 shares. In addition, there have been 2 sales at an average price of $375.20 for 147.00 shares. Based on historical transaction data and MSFT's current price of $510.88, Kathleen S. Wright Associates Inc.'s estimated gain on his MSFT holdings is $214,941.78, reflecting a 26.46% gain to date.

Kathleen S. Wright Associates Inc. MSFT ($510.88) Holding Chart

Kathleen S. Wright Associates Inc. MSFT ($510.88) 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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