Alaethes Wealth LLC MSFT Holdings History
Number of Shares
20,764.00
Current Holdings Value*
$7.79 Mil
% of Portfolio
2.86%
Total Estimate Gain
$5.53 Mil
% of Total Estimate Gain
86.91%
Alaethes Wealth LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Alaethes Wealth LLC held 20,764.00 shares of Microsoft Corp(MSFT), totaling $7.79 Mil. This investment constitutes 2.86% of their stock portfolio, and Alaethes Wealth LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2021Q1. And since then Alaethes Wealth LLC has made 11 purchases of MSFT, at an average price of $249.03, for a total of 25,545.00 shares. In addition, there have been 5 sales at an average price of $296.02 for 4,781.00 shares. Based on historical transaction data and MSFT's current price of $504.49, Alaethes Wealth LLC's estimated gain on his MSFT holdings is $5.53 Mil, reflecting a 86.91% gain to date.
Alaethes Wealth LLC MSFT ($504.49) Holding Chart
Alaethes Wealth LLC MSFT ($504.49) 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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