Number of Shares
79,365.00
Current Holdings Value*
$29.79 Mil
% of Portfolio
1.98%
Total Estimate Gain
$24.40 Mil
% of Total Estimate Gain
46.44%

Western Wealth Management, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Western Wealth Management, LLC held 79,365.00 shares of Microsoft Corp(MSFT), totaling $29.79 Mil. This investment constitutes 1.98% of their stock portfolio, and Western Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q4. And since then Western Wealth Management, LLC has made 16 purchases of MSFT, at an average price of $252.81, for a total of 207,780.00 shares. In addition, there have been 8 sales at an average price of $283.30 for 128,415.00 shares. Based on historical transaction data and MSFT's current price of $510.88, Western Wealth Management, LLC's estimated gain on his MSFT holdings is $24.40 Mil, reflecting a 46.44% gain to date.

Western Wealth Management, LLC MSFT ($510.88) Holding Chart

Western Wealth Management, LLC MSFT ($510.88) 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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