AE Wealth Management LLC MSFT Holdings History
AE Wealth Management LLC's Microsoft Corp Holding Summary
As of 2025-03-31, AE Wealth Management LLC held 818,083.00 shares of Microsoft Corp(MSFT), totaling $307.10 Mil. This investment constitutes 2.58% of their stock portfolio, and AE Wealth Management LLC now holds 0.01% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2018Q2. And since then AE Wealth Management LLC has made 25 purchases of MSFT, at an average price of $277.09, for a total of 1.44 Mil shares. In addition, there have been 2 sales at an average price of $400.77 for 622,733.00 shares. Based on historical transaction data and MSFT's current price of $510.05, AE Wealth Management LLC's estimated gain on his MSFT holdings is $267.60 Mil, reflecting a 67.03% gain to date.
AE Wealth Management LLC MSFT ($510.05) Holding Chart
AE Wealth Management LLC MSFT ($510.05) 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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