Number of Shares
139,644.00
Current Holdings Value*
$52.42 Mil
% of Portfolio
28.6%
Total Estimate Gain
$53.14 Mil
% of Total Estimate Gain
72.48%

BELLEVUE ASSET MANAGEMENT, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, BELLEVUE ASSET MANAGEMENT, LLC held 139,644.00 shares of Microsoft Corp(MSFT), totaling $52.42 Mil. This investment constitutes 28.6% of their stock portfolio, and BELLEVUE ASSET MANAGEMENT, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q4. And since then BELLEVUE ASSET MANAGEMENT, LLC has made 4 purchases of MSFT, at an average price of $182.22, for a total of 402,392.00 shares. In addition, there have been 16 sales at an average price of $210.24 for 262,748.00 shares. Based on historical transaction data and MSFT's current price of $510.05, BELLEVUE ASSET MANAGEMENT, LLC's estimated gain on his MSFT holdings is $53.14 Mil, reflecting a 72.48% gain to date.

BELLEVUE ASSET MANAGEMENT, LLC MSFT ($510.05) Holding Chart

BELLEVUE ASSET MANAGEMENT, LLC 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 %

Top Ranked Articles

  • 1