Mattern Wealth Management LLC MSFT Holdings History
Mattern Wealth Management LLC's Microsoft Corp Holding Summary
As of 2025-06-30, Mattern Wealth Management LLC held 55,770.00 shares of Microsoft Corp(MSFT), totaling $27.74 Mil. This investment constitutes 5.77% of their stock portfolio, and Mattern Wealth Management LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2019Q4. And since then Mattern Wealth Management LLC has made 11 purchases of MSFT, at an average price of $179.32, for a total of 71,078.00 shares. In addition, there have been 11 sales at an average price of $340.88 for 15,308.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Mattern Wealth Management LLC's estimated gain on his MSFT holdings is $20.92 Mil, reflecting a 164.12% gain to date.
Mattern Wealth Management LLC MSFT ($510.05) Holding Chart
Mattern 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
