Number of Shares
6,864.00
Current Holdings Value*
$2.58 Mil
% of Portfolio
1.53%
Total Estimate Gain
$2.84 Mil
% of Total Estimate Gain
256.36%

AllSquare Wealth Management LLC's Microsoft Corp Holding Summary

As of 2025-03-31, AllSquare Wealth Management LLC held 6,864.00 shares of Microsoft Corp(MSFT), totaling $2.58 Mil. This investment constitutes 1.53% of their stock portfolio, and AllSquare Wealth Management LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2014Q4. And since then AllSquare Wealth Management LLC has made 16 purchases of MSFT, at an average price of $115.89, for a total of 9,562.00 shares. In addition, there have been 11 sales at an average price of $167.93 for 2,698.00 shares. Based on historical transaction data and MSFT's current price of $509.30, AllSquare Wealth Management LLC's estimated gain on his MSFT holdings is $2.84 Mil, reflecting a 256.36% gain to date.

AllSquare Wealth Management LLC MSFT ($509.30) Holding Chart

AllSquare Wealth Management LLC MSFT ($509.30) 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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