Number of Shares
48,074.00
Current Holdings Value*
$18.05 Mil
% of Portfolio
3.91%
Total Estimate Gain
$4.34 Mil
% of Total Estimate Gain
21.86%

Watts Gwilliam & Co., LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Watts Gwilliam & Co., LLC held 48,074.00 shares of Microsoft Corp(MSFT), totaling $18.05 Mil. This investment constitutes 3.91% of their stock portfolio, and Watts Gwilliam & Co., LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2024Q1. And since then Watts Gwilliam & Co., LLC has made 2 purchases of MSFT, at an average price of $407.44, for a total of 48,678.00 shares. In addition, there have been 1 sales at an average price of $426.03 for 604.00 shares. Based on historical transaction data and MSFT's current price of $497.39, Watts Gwilliam & Co., LLC's estimated gain on his MSFT holdings is $4.34 Mil, reflecting a 21.86% gain to date.

Watts Gwilliam & Co., LLC MSFT ($497.39) Holding Chart

Watts Gwilliam & Co., LLC MSFT ($497.39) 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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