Wills Financial Group LLC MSFT Holdings History
Number of Shares
40,835.00
Current Holdings Value*
$15.33 Mil
% of Portfolio
6.8%
Total Estimate Gain
$4.01 Mil
% of Total Estimate Gain
24.06%
Wills Financial Group LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Wills Financial Group LLC held 40,835.00 shares of Microsoft Corp(MSFT), totaling $15.33 Mil. This investment constitutes 6.8% of their stock portfolio, and Wills Financial Group LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and MSFT's current price of $505.82, Wills Financial Group LLC's estimated gain on his MSFT holdings is $4.01 Mil, reflecting a 24.06% gain to date.
Wills Financial Group LLC MSFT ($505.82) Holding Chart
Wills Financial Group LLC MSFT ($505.82) 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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