Number of Shares
138,211.00
Current Holdings Value*
$68.75 Mil
% of Portfolio
33.46%
Total Estimate Gain
$52.45 Mil
% of Total Estimate Gain
71.54%

BELLEVUE ASSET MANAGEMENT, LLC's Microsoft Corp Holding Summary

As of 2025-06-30, BELLEVUE ASSET MANAGEMENT, LLC held 138,211.00 shares of Microsoft Corp(MSFT), totaling $68.75 Mil. This investment constitutes 33.46% 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 17 sales at an average price of $211.45 for 264,181.00 shares. Based on historical transaction data and MSFT's current price of $505.87, BELLEVUE ASSET MANAGEMENT, LLC's estimated gain on his MSFT holdings is $52.45 Mil, reflecting a 71.54% gain to date.

BELLEVUE ASSET MANAGEMENT, LLC MSFT ($505.87) Holding Chart

BELLEVUE ASSET MANAGEMENT, LLC MSFT ($505.87) 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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