Windle Wealth, LLC MSFT Holdings History

Number of Shares
22,294.00
Current Holdings Value*
$8.37 Mil
% of Portfolio
4.31%
Total Estimate Gain
$6.22 Mil
% of Total Estimate Gain
84.75%

Windle Wealth, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Windle Wealth, LLC held 22,294.00 shares of Microsoft Corp(MSFT), totaling $8.37 Mil. This investment constitutes 4.31% of their stock portfolio, and Windle Wealth, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2022Q4. And since then Windle Wealth, LLC has made 4 purchases of MSFT, at an average price of $257.20, for a total of 28,556.00 shares. In addition, there have been 5 sales at an average price of $349.08 for 6,262.00 shares. Based on historical transaction data and MSFT's current price of $510.58, Windle Wealth, LLC's estimated gain on his MSFT holdings is $6.22 Mil, reflecting a 84.75% gain to date.

Windle Wealth, LLC MSFT ($510.58) Holding Chart

Windle Wealth, LLC MSFT ($510.58) 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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