Number of Shares
322,488.00
Current Holdings Value*
$121.06 Mil
% of Portfolio
1.46%
Total Estimate Gain
$83.28 Mil
% of Total Estimate Gain
41.47%

Atria Wealth Solutions, Inc.'s Microsoft Corp Holding Summary

As of 2025-03-31, Atria Wealth Solutions, Inc. held 322,488.00 shares of Microsoft Corp(MSFT), totaling $121.06 Mil. This investment constitutes 1.46% of their stock portfolio, and Atria Wealth Solutions, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2022Q1. And since then Atria Wealth Solutions, Inc. has made 4 purchases of MSFT, at an average price of $299.73, for a total of 669,952.00 shares. In addition, there have been 8 sales at an average price of $344.21 for 347,464.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Atria Wealth Solutions, Inc.'s estimated gain on his MSFT holdings is $83.28 Mil, reflecting a 41.47% gain to date.

Atria Wealth Solutions, Inc. MSFT ($510.05) Holding Chart

Atria Wealth Solutions, Inc. MSFT ($510.05) 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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