Number of Shares
203,863.00
Current Holdings Value*
$76.53 Mil
% of Portfolio
2.03%
Total Estimate Gain
$33.86 Mil
% of Total Estimate Gain
45.94%

AXXCESS WEALTH MANAGEMENT, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, AXXCESS WEALTH MANAGEMENT, LLC held 203,863.00 shares of Microsoft Corp(MSFT), totaling $76.53 Mil. This investment constitutes 2.03% of their stock portfolio, and AXXCESS WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then AXXCESS WEALTH MANAGEMENT, LLC has made 12 purchases of MSFT, at an average price of $335.29, for a total of 219,813.00 shares. In addition, there have been 2 sales at an average price of $367.49 for 15,950.00 shares. Based on historical transaction data and MSFT's current price of $498.84, AXXCESS WEALTH MANAGEMENT, LLC's estimated gain on his MSFT holdings is $33.86 Mil, reflecting a 45.94% gain to date.

AXXCESS WEALTH MANAGEMENT, LLC MSFT ($498.84) Holding Chart

AXXCESS WEALTH MANAGEMENT, LLC MSFT ($498.84) 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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