Number of Shares
8,947.00
Current Holdings Value*
$4.45 Mil
% of Portfolio
2.19%
Total Estimate Gain
$2.16 Mil
% of Total Estimate Gain
37.91%

Aletheian Wealth Advisors LLC's Microsoft Corp Holding Summary

As of 2025-06-30, Aletheian Wealth Advisors LLC held 8,947.00 shares of Microsoft Corp(MSFT), totaling $4.45 Mil. This investment constitutes 2.19% of their stock portfolio, and Aletheian Wealth Advisors LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2022Q1. And since then Aletheian Wealth Advisors LLC has made 8 purchases of MSFT, at an average price of $325.96, for a total of 17,473.00 shares. In addition, there have been 6 sales at an average price of $392.88 for 8,526.00 shares. Based on historical transaction data and MSFT's current price of $503.51, Aletheian Wealth Advisors LLC's estimated gain on his MSFT holdings is $2.16 Mil, reflecting a 37.91% gain to date.

Aletheian Wealth Advisors LLC MSFT ($503.51) Holding Chart

Aletheian Wealth Advisors LLC MSFT ($503.51) 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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