BARTLETT & CO. WEALTH MANAGEMENT LLC MSFT Holdings History
BARTLETT & CO. WEALTH MANAGEMENT LLC's Microsoft Corp Holding Summary
As of 2025-03-31, BARTLETT & CO. WEALTH MANAGEMENT LLC held 991,138.00 shares of Microsoft Corp(MSFT), totaling $372.06 Mil. This investment constitutes 5.48% of their stock portfolio, and BARTLETT & CO. WEALTH MANAGEMENT LLC now holds 0.01% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2019Q1. And since then BARTLETT & CO. WEALTH MANAGEMENT LLC has made 6 purchases of MSFT, at an average price of $128.40, for a total of 1.22 Mil shares. In addition, there have been 18 sales at an average price of $223.17 for 226,313.00 shares. Based on historical transaction data and MSFT's current price of $509.11, BARTLETT & CO. WEALTH MANAGEMENT LLC's estimated gain on his MSFT holdings is $398.77 Mil, reflecting a 255.09% gain to date.
BARTLETT & CO. WEALTH MANAGEMENT LLC MSFT ($509.11) Holding Chart
BARTLETT & CO. WEALTH MANAGEMENT LLC MSFT ($509.11) 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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