Number of Shares
21,061.00
Current Holdings Value*
$7.91 Mil
% of Portfolio
3.39%
Total Estimate Gain
$6.71 Mil
% of Total Estimate Gain
136.03%

Wealth Management Associates, Inc.'s Microsoft Corp Holding Summary

As of 2025-03-31, Wealth Management Associates, Inc. held 21,061.00 shares of Microsoft Corp(MSFT), totaling $7.91 Mil. This investment constitutes 3.39% of their stock portfolio, and Wealth Management Associates, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2020Q2. And since then Wealth Management Associates, Inc. has made 11 purchases of MSFT, at an average price of $201.98, for a total of 24,429.00 shares. In addition, there have been 7 sales at an average price of $298.30 for 3,368.00 shares. Based on historical transaction data and MSFT's current price of $505.27, Wealth Management Associates, Inc.'s estimated gain on his MSFT holdings is $6.71 Mil, reflecting a 136.03% gain to date.

Wealth Management Associates, Inc. MSFT ($505.27) Holding Chart

Wealth Management Associates, Inc. MSFT ($505.27) 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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