Number of Shares
32,605.00
Current Holdings Value*
$12.24 Mil
% of Portfolio
2.57%
Total Estimate Gain
$7.21 Mil
% of Total Estimate Gain
30.39%

Artemis Wealth Advisors, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Artemis Wealth Advisors, LLC held 32,605.00 shares of Microsoft Corp(MSFT), totaling $12.24 Mil. This investment constitutes 2.57% of their stock portfolio, and Artemis Wealth Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q1. And since then Artemis Wealth Advisors, LLC has made 8 purchases of MSFT, at an average price of $319.78, for a total of 74,152.00 shares. In addition, there have been 3 sales at an average price of $347.16 for 41,547.00 shares. Based on historical transaction data and MSFT's current price of $505.89, Artemis Wealth Advisors, LLC's estimated gain on his MSFT holdings is $7.21 Mil, reflecting a 30.39% gain to date.

Artemis Wealth Advisors, LLC MSFT ($505.89) Holding Chart

Artemis Wealth Advisors, LLC MSFT ($505.89) 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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