Number of Shares
25,922.00
Current Holdings Value*
$9.73 Mil
% of Portfolio
2.93%
Total Estimate Gain
$2.14 Mil
% of Total Estimate Gain
19.56%

Mattson Financial Services, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Mattson Financial Services, LLC held 25,922.00 shares of Microsoft Corp(MSFT), totaling $9.73 Mil. This investment constitutes 2.93% of their stock portfolio, and Mattson Financial Services, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2024Q2. And since then Mattson Financial Services, LLC has made 2 purchases of MSFT, at an average price of $419.12, for a total of 26,054.00 shares. In addition, there have been 1 sales at an average price of $427.47 for 132.00 shares. Based on historical transaction data and MSFT's current price of $501.48, Mattson Financial Services, LLC's estimated gain on his MSFT holdings is $2.14 Mil, reflecting a 19.56% gain to date.

Mattson Financial Services, LLC MSFT ($501.48) Holding Chart

Mattson Financial Services, LLC MSFT ($501.48) 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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