Number of Shares
75,493.00
Current Holdings Value*
$28.34 Mil
% of Portfolio
2.15%
Total Estimate Gain
$62.79 Mil
% of Total Estimate Gain
152.34%

VALLEY WEALTH MANAGERS, INC.'s Microsoft Corp Holding Summary

As of 2025-03-31, VALLEY WEALTH MANAGERS, INC. held 75,493.00 shares of Microsoft Corp(MSFT), totaling $28.34 Mil. This investment constitutes 2.15% of their stock portfolio, and VALLEY WEALTH MANAGERS, INC. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2014Q1. And since then VALLEY WEALTH MANAGERS, INC. has made 11 purchases of MSFT, at an average price of $94.51, for a total of 436,062.00 shares. In addition, there have been 25 sales at an average price of $181.64 for 360,569.00 shares. Based on historical transaction data and MSFT's current price of $510.05, VALLEY WEALTH MANAGERS, INC.'s estimated gain on his MSFT holdings is $62.79 Mil, reflecting a 152.34% gain to date.

VALLEY WEALTH MANAGERS, INC. MSFT ($510.05) Holding Chart

VALLEY WEALTH MANAGERS, 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 %

Top Ranked Articles

  • 1