Number of Shares
12,035.00
Current Holdings Value*
$4.52 Mil
% of Portfolio
2.75%
Total Estimate Gain
$2.42 Mil
% of Total Estimate Gain
65.36%

Walker Asset Management, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Walker Asset Management, LLC held 12,035.00 shares of Microsoft Corp(MSFT), totaling $4.52 Mil. This investment constitutes 2.75% of their stock portfolio, and Walker Asset Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2022Q1. And since then Walker Asset Management, LLC has made 9 purchases of MSFT, at an average price of $298.54, for a total of 12,387.00 shares. In addition, there have been 3 sales at an average price of $415.74 for 352.00 shares. Based on historical transaction data and MSFT's current price of $495.94, Walker Asset Management, LLC's estimated gain on his MSFT holdings is $2.42 Mil, reflecting a 65.36% gain to date.

Walker Asset Management, LLC MSFT ($495.94) Holding Chart

Walker Asset Management, LLC MSFT ($495.94) 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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