BAKER TILLY WEALTH MANAGEMENT, LLC MSFT Holdings History
BAKER TILLY WEALTH MANAGEMENT, LLC's Microsoft Corp Holding Summary
As of 2025-06-30, BAKER TILLY WEALTH MANAGEMENT, LLC held 18,424.00 shares of Microsoft Corp(MSFT), totaling $9.16 Mil. This investment constitutes 3.27% of their stock portfolio, and BAKER TILLY WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2020Q4. And since then BAKER TILLY WEALTH MANAGEMENT, LLC has made 11 purchases of MSFT, at an average price of $248.29, for a total of 104,690.00 shares. In addition, there have been 6 sales at an average price of $363.05 for 86,266.00 shares. Based on historical transaction data and MSFT's current price of $503.32, BAKER TILLY WEALTH MANAGEMENT, LLC's estimated gain on his MSFT holdings is $14.60 Mil, reflecting a 56.16% gain to date.
BAKER TILLY WEALTH MANAGEMENT, LLC MSFT ($503.32) Holding Chart
BAKER TILLY WEALTH MANAGEMENT, LLC MSFT ($503.32) 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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