Wernau Asset Management Inc. MSFT Holdings History
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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