Number of Shares
135,036.00
Current Holdings Value*
$50.69 Mil
% of Portfolio
5.06%
Total Estimate Gain
$64.24 Mil
% of Total Estimate Gain
365.69%

WENDELL DAVID ASSOCIATES INC's Microsoft Corp Holding Summary

As of 2025-03-31, WENDELL DAVID ASSOCIATES INC held 135,036.00 shares of Microsoft Corp(MSFT), totaling $50.69 Mil. This investment constitutes 5.06% of their stock portfolio, and WENDELL DAVID ASSOCIATES INC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2013Q4. And since then WENDELL DAVID ASSOCIATES INC has made 16 purchases of MSFT, at an average price of $54.94, for a total of 319,740.00 shares. In addition, there have been 18 sales at an average price of $70.01 for 184,704.00 shares. Based on historical transaction data and MSFT's current price of $510.05, WENDELL DAVID ASSOCIATES INC's estimated gain on his MSFT holdings is $64.24 Mil, reflecting a 365.69% gain to date.

WENDELL DAVID ASSOCIATES INC MSFT ($510.05) Holding Chart

WENDELL DAVID ASSOCIATES 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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