Number of Shares
645,237.00
Current Holdings Value*
$242.22 Mil
% of Portfolio
5.85%
Total Estimate Gain
$125.90 Mil
% of Total Estimate Gain
61.15%

Badgley Phelps Wealth Managers, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Badgley Phelps Wealth Managers, LLC held 645,237.00 shares of Microsoft Corp(MSFT), totaling $242.22 Mil. This investment constitutes 5.85% of their stock portfolio, and Badgley Phelps Wealth Managers, LLC now holds 0.01% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q3. And since then Badgley Phelps Wealth Managers, LLC has made 10 purchases of MSFT, at an average price of $310.88, for a total of 662,270.00 shares. In addition, there have been 4 sales at an average price of $405.25 for 17,033.00 shares. Based on historical transaction data and MSFT's current price of $503.51, Badgley Phelps Wealth Managers, LLC's estimated gain on his MSFT holdings is $125.90 Mil, reflecting a 61.15% gain to date.

Badgley Phelps Wealth Managers, LLC MSFT ($503.51) Holding Chart

Badgley Phelps Wealth Managers, LLC MSFT ($503.51) 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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