PETERSON WEALTH MANAGEMENT MSFT Holdings History
PETERSON WEALTH MANAGEMENT's Microsoft Corp Holding Summary
As of 2025-03-31, PETERSON WEALTH MANAGEMENT held 14,047.00 shares of Microsoft Corp(MSFT), totaling $5.27 Mil. This investment constitutes 3.55% of their stock portfolio, and PETERSON WEALTH MANAGEMENT now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2019Q4. And since then PETERSON WEALTH MANAGEMENT has made 13 purchases of MSFT, at an average price of $254.28, for a total of 25,027.00 shares. In addition, there have been 8 sales at an average price of $254.84 for 10,980.00 shares. Based on historical transaction data and MSFT's current price of $510.88, PETERSON WEALTH MANAGEMENT's estimated gain on his MSFT holdings is $3.61 Mil, reflecting a 56.73% gain to date.
PETERSON WEALTH MANAGEMENT MSFT ($510.88) Holding Chart
PETERSON WEALTH MANAGEMENT MSFT ($510.88) 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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