Number of Shares
10,374.00
Current Holdings Value*
$3.89 Mil
% of Portfolio
2.91%
Total Estimate Gain
$1.50 Mil
% of Total Estimate Gain
39.76%

PATRICK M SWEENEY & ASSOCIATES, INC's Microsoft Corp Holding Summary

As of 2025-03-31, PATRICK M SWEENEY & ASSOCIATES, INC held 10,374.00 shares of Microsoft Corp(MSFT), totaling $3.89 Mil. This investment constitutes 2.91% of their stock portfolio, and PATRICK M SWEENEY & ASSOCIATES, INC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2023Q4. And since then PATRICK M SWEENEY & ASSOCIATES, INC has made 3 purchases of MSFT, at an average price of $359.49, for a total of 10,478.00 shares. In addition, there have been 2 sales at an average price of $412.99 for 104.00 shares. Based on historical transaction data and MSFT's current price of $503.32, PATRICK M SWEENEY & ASSOCIATES, INC's estimated gain on his MSFT holdings is $1.50 Mil, reflecting a 39.76% gain to date.

PATRICK M SWEENEY & ASSOCIATES, INC MSFT ($503.32) Holding Chart

PATRICK M SWEENEY & ASSOCIATES, INC MSFT ($503.32) 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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