WBH ADVISORY INC MSFT Holdings History
Number of Shares
59,264.00
Current Holdings Value*
$22.25 Mil
% of Portfolio
2.08%
Total Estimate Gain
$20.73 Mil
% of Total Estimate Gain
134.81%
WBH ADVISORY INC's Microsoft Corp Holding Summary
As of 2025-03-31, WBH ADVISORY INC held 59,264.00 shares of Microsoft Corp(MSFT), totaling $22.25 Mil. This investment constitutes 2.08% of their stock portfolio, and WBH ADVISORY INC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2013Q4. And since then WBH ADVISORY INC has made 8 purchases of MSFT, at an average price of $184.11, for a total of 83,527.00 shares. In addition, there have been 28 sales at an average price of $272.54 for 24,263.00 shares. Based on historical transaction data and MSFT's current price of $497.72, WBH ADVISORY INC's estimated gain on his MSFT holdings is $20.73 Mil, reflecting a 134.81% gain to date.
WBH ADVISORY INC MSFT ($497.72) Holding Chart
WBH ADVISORY INC MSFT ($497.72) 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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