Number of Shares
13,997.00
Current Holdings Value*
$6.96 Mil
% of Portfolio
3.22%
Total Estimate Gain
$2.62 Mil
% of Total Estimate Gain
50.82%

Masso Torrence Wealth Management Inc.'s Microsoft Corp Holding Summary

As of 2025-06-30, Masso Torrence Wealth Management Inc. held 13,997.00 shares of Microsoft Corp(MSFT), totaling $6.96 Mil. This investment constitutes 3.22% of their stock portfolio, and Masso Torrence Wealth Management Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then Masso Torrence Wealth Management Inc. has made 9 purchases of MSFT, at an average price of $328.95, for a total of 15,672.00 shares. In addition, there have been 5 sales at an average price of $379.77 for 1,675.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Masso Torrence Wealth Management Inc.'s estimated gain on his MSFT holdings is $2.62 Mil, reflecting a 50.82% gain to date.

Masso Torrence Wealth Management Inc. MSFT ($510.05) Holding Chart

Masso Torrence Wealth Management Inc. 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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