Number of Shares
15,895.00
Current Holdings Value*
$7.91 Mil
% of Portfolio
2.13%
Total Estimate Gain
$6.13 Mil
% of Total Estimate Gain
128.89%

ATTICUS WEALTH MANAGEMENT, LLC's Microsoft Corp Holding Summary

As of 2025-06-30, ATTICUS WEALTH MANAGEMENT, LLC held 15,895.00 shares of Microsoft Corp(MSFT), totaling $7.91 Mil. This investment constitutes 2.13% of their stock portfolio, and ATTICUS WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q4. And since then ATTICUS WEALTH MANAGEMENT, LLC has made 10 purchases of MSFT, at an average price of $183.64, for a total of 25,915.00 shares. In addition, there have been 11 sales at an average price of $278.02 for 10,020.00 shares. Based on historical transaction data and MSFT's current price of $510.05, ATTICUS WEALTH MANAGEMENT, LLC's estimated gain on his MSFT holdings is $6.13 Mil, reflecting a 128.89% gain to date.

ATTICUS WEALTH MANAGEMENT, LLC MSFT ($510.05) Holding Chart

ATTICUS 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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