Number of Shares
13,890.00
Current Holdings Value*
$5.21 Mil
% of Portfolio
3.64%
Total Estimate Gain
$3.78 Mil
% of Total Estimate Gain
66.74%

Pinnacle Wealth Management Group, Inc.'s Microsoft Corp Holding Summary

As of 2025-03-31, Pinnacle Wealth Management Group, Inc. held 13,890.00 shares of Microsoft Corp(MSFT), totaling $5.21 Mil. This investment constitutes 3.64% of their stock portfolio, and Pinnacle Wealth Management Group, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q2. And since then Pinnacle Wealth Management Group, Inc. has made 4 purchases of MSFT, at an average price of $256.04, for a total of 22,129.00 shares. In addition, there have been 11 sales at an average price of $286.76 for 8,239.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Pinnacle Wealth Management Group, Inc.'s estimated gain on his MSFT holdings is $3.78 Mil, reflecting a 66.74% gain to date.

Pinnacle Wealth Management Group, Inc. MSFT ($510.05) Holding Chart

Pinnacle Wealth Management Group, 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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