Number of Shares
13,781.00
Current Holdings Value*
$5.17 Mil
% of Portfolio
4.04%
Total Estimate Gain
$1.07 Mil
% of Total Estimate Gain
18.14%

Wernau Asset Management Inc.'s Microsoft Corp Holding Summary

As of 2025-03-31, Wernau Asset Management Inc. held 13,781.00 shares of Microsoft Corp(MSFT), totaling $5.17 Mil. This investment constitutes 4.04% of their stock portfolio, and Wernau Asset Management Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $407.71 for 37.00 shares. Based on historical transaction data and MSFT's current price of $503.57, Wernau Asset Management Inc.'s estimated gain on his MSFT holdings is $1.07 Mil, reflecting a 18.14% gain to date.

Wernau Asset Management Inc. MSFT ($503.57) Holding Chart

Wernau Asset Management Inc. MSFT ($503.57) 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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