Schrum Private Wealth Management LLC MSFT Holdings History
Schrum Private Wealth Management LLC's Microsoft Corp Holding Summary
As of 2025-06-30, Schrum Private Wealth Management LLC held 16,630.00 shares of Microsoft Corp(MSFT), totaling $8.27 Mil. This investment constitutes 6.63% of their stock portfolio, and Schrum Private Wealth Management LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2021Q4. And since then Schrum Private Wealth Management LLC has made 3 purchases of MSFT, at an average price of $365.12, for a total of 36,089.00 shares. In addition, there have been 11 sales at an average price of $385.21 for 19,459.00 shares. Based on historical transaction data and MSFT's current price of $510.88, Schrum Private Wealth Management LLC's estimated gain on his MSFT holdings is $2.81 Mil, reflecting a 21.36% gain to date.
Schrum Private Wealth Management LLC MSFT ($510.88) Holding Chart
Schrum Private Wealth Management LLC 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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