Number of Shares
110,872.00
Current Holdings Value*
$41.62 Mil
% of Portfolio
4.42%
Total Estimate Gain
$49.35 Mil
% of Total Estimate Gain
570.67%

W.G. Shaheen & Associates DBA Whitney & Co's Microsoft Corp Holding Summary

As of 2025-03-31, W.G. Shaheen & Associates DBA Whitney & Co held 110,872.00 shares of Microsoft Corp(MSFT), totaling $41.62 Mil. This investment constitutes 4.42% of their stock portfolio, and W.G. Shaheen & Associates DBA Whitney & Co now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2013Q4. And since then W.G. Shaheen & Associates DBA Whitney & Co has made 24 purchases of MSFT, at an average price of $72.75, for a total of 118,865.00 shares. In addition, there have been 13 sales at an average price of $247.28 for 7,993.00 shares. Based on historical transaction data and MSFT's current price of $505.27, W.G. Shaheen & Associates DBA Whitney & Co's estimated gain on his MSFT holdings is $49.35 Mil, reflecting a 570.67% gain to date.

W.G. Shaheen & Associates DBA Whitney & Co MSFT ($505.27) Holding Chart

W.G. Shaheen & Associates DBA Whitney & Co MSFT ($505.27) 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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