Number of Shares
8,425.00
Current Holdings Value*
$3.16 Mil
% of Portfolio
2.92%
Total Estimate Gain
$1.46 Mil
% of Total Estimate Gain
49.67%

WILLNER & HELLER, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, WILLNER & HELLER, LLC held 8,425.00 shares of Microsoft Corp(MSFT), totaling $3.16 Mil. This investment constitutes 2.92% of their stock portfolio, and WILLNER & HELLER, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then WILLNER & HELLER, LLC has made 6 purchases of MSFT, at an average price of $330.47, for a total of 8,915.00 shares. In addition, there have been 4 sales at an average price of $341.32 for 490.00 shares. Based on historical transaction data and MSFT's current price of $503.51, WILLNER & HELLER, LLC's estimated gain on his MSFT holdings is $1.46 Mil, reflecting a 49.67% gain to date.

WILLNER & HELLER, LLC MSFT ($503.51) Holding Chart

WILLNER & HELLER, LLC MSFT ($503.51) 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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