Number of Shares
6,438.00
Current Holdings Value*
$3.20 Mil
% of Portfolio
2.54%
Total Estimate Gain
$4.82 Mil
% of Total Estimate Gain
131.61%

Kerntke Otto McGlone Wealth Management Group's Microsoft Corp Holding Summary

As of 2025-06-30, Kerntke Otto McGlone Wealth Management Group held 6,438.00 shares of Microsoft Corp(MSFT), totaling $3.20 Mil. This investment constitutes 2.54% of their stock portfolio, and Kerntke Otto McGlone Wealth Management Group now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q4. And since then Kerntke Otto McGlone Wealth Management Group has made 2 purchases of MSFT, at an average price of $155.92, for a total of 23,477.00 shares. In addition, there have been 20 sales at an average price of $304.85 for 17,039.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Kerntke Otto McGlone Wealth Management Group's estimated gain on his MSFT holdings is $4.82 Mil, reflecting a 131.61% gain to date.

Kerntke Otto McGlone Wealth Management Group MSFT ($510.05) Holding Chart

Kerntke Otto McGlone Wealth Management Group 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 %

Top Ranked Articles

  • 1