Number of Shares
15,924.00
Current Holdings Value*
$5.98 Mil
% of Portfolio
4.64%
Total Estimate Gain
$2.92 Mil
% of Total Estimate Gain
49.50%

Widmann Financial Services, Inc.'s Microsoft Corp Holding Summary

As of 2025-03-31, Widmann Financial Services, Inc. held 15,924.00 shares of Microsoft Corp(MSFT), totaling $5.98 Mil. This investment constitutes 4.64% of their stock portfolio, and Widmann Financial Services, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then Widmann Financial Services, Inc. has made 7 purchases of MSFT, at an average price of $323.00, for a total of 18,249.00 shares. In addition, there have been 6 sales at an average price of $373.60 for 2,325.00 shares. Based on historical transaction data and MSFT's current price of $498.84, Widmann Financial Services, Inc.'s estimated gain on his MSFT holdings is $2.92 Mil, reflecting a 49.50% gain to date.

Widmann Financial Services, Inc. MSFT ($498.84) Holding Chart

Widmann Financial Services, Inc. MSFT ($498.84) 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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