BELLEVUE ASSET MANAGEMENT, LLC MSFT Holdings History
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 $510.88, BELLEVUE ASSET MANAGEMENT, LLC's estimated gain on his MSFT holdings is $53.15 Mil, reflecting a 72.48% gain to date.
BELLEVUE ASSET MANAGEMENT, LLC MSFT ($510.88) Holding Chart
BELLEVUE ASSET MANAGEMENT, LLC MSFT ($510.88) 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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