Number of Shares
50,606.00
Current Holdings Value*
$19.00 Mil
% of Portfolio
1.13%
Total Estimate Gain
$10.87 Mil
% of Total Estimate Gain
29.79%

Apexium Financial, LP's Microsoft Corp Holding Summary

As of 2025-03-31, Apexium Financial, LP held 50,606.00 shares of Microsoft Corp(MSFT), totaling $19.00 Mil. This investment constitutes 1.13% of their stock portfolio, and Apexium Financial, LP now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q4. And since then Apexium Financial, LP has made 16 purchases of MSFT, at an average price of $346.30, for a total of 105,384.00 shares. In addition, there have been 5 sales at an average price of $399.99 for 54,778.00 shares. Based on historical transaction data and MSFT's current price of $503.02, Apexium Financial, LP's estimated gain on his MSFT holdings is $10.87 Mil, reflecting a 29.79% gain to date.

Apexium Financial, LP MSFT ($503.02) Holding Chart

Apexium Financial, LP MSFT ($503.02) 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 %

Top Ranked Articles

  • 1