Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$29,048.16
% of Total Estimate Gain
7.55%

Windward Private Wealth Management Inc.'s Microsoft Corp Holding Summary

As of 2025-03-31, Windward Private Wealth Management Inc. held - shares of Microsoft Corp(MSFT), totaling N/A. This investment constitutes 0% of their stock portfolio, and Windward Private Wealth Management Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2023Q4. And since then Windward Private Wealth Management Inc. has made 2 purchases of MSFT, at an average price of $387.66, for a total of 992.00 shares. In addition, there have been 2 sales at an average price of $416.94 for 992.00 shares. Based on historical transaction data and MSFT's current price of $496.62, Windward Private Wealth Management Inc.'s estimated gain on his MSFT holdings is $29,048.16, reflecting a 7.55% gain to date.

Windward Private Wealth Management Inc. MSFT ($496.62) Holding Chart

Windward Private Wealth Management Inc. MSFT ($496.62) 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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