Number of Shares
24,317.00
Current Holdings Value*
$9.13 Mil
% of Portfolio
3.91%
Total Estimate Gain
$4.51 Mil
% of Total Estimate Gain
54.04%

Agate Pass Investment Management, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Agate Pass Investment Management, LLC held 24,317.00 shares of Microsoft Corp(MSFT), totaling $9.13 Mil. This investment constitutes 3.91% of their stock portfolio, and Agate Pass Investment Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then Agate Pass Investment Management, LLC has made 9 purchases of MSFT, at an average price of $327.38, for a total of 25,464.00 shares. In addition, there have been 4 sales at an average price of $382.42 for 1,147.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Agate Pass Investment Management, LLC's estimated gain on his MSFT holdings is $4.51 Mil, reflecting a 54.04% gain to date.

Agate Pass Investment Management, LLC MSFT ($510.05) Holding Chart

Agate Pass Investment 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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