Bartlett & Co. LLC MSFT Holdings History

Number of Shares
982,883.00
Current Holdings Value*
$368.85 Mil
% of Portfolio
6.04%
Total Estimate Gain
$444.28 Mil
% of Total Estimate Gain
483.17%

Bartlett & Co. LLC's Microsoft Corp Holding Summary

As of 2023-12-31, Bartlett & Co. LLC held 982,883.00 shares of Microsoft Corp(MSFT), totaling $368.85 Mil. This investment constitutes 6.04% of their stock portfolio, and Bartlett & Co. LLC now holds 0.01% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2013Q4. And since then Bartlett & Co. LLC has made 7 purchases of MSFT, at an average price of $68.41, for a total of 1.34 Mil shares. In addition, there have been 24 sales at an average price of $145.63 for 361,213.00 shares. Based on historical transaction data and MSFT's current price of $492.05, Bartlett & Co. LLC's estimated gain on his MSFT holdings is $444.28 Mil, reflecting a 483.17% gain to date.

Bartlett & Co. LLC MSFT ($492.05) Holding Chart

Bartlett & Co. LLC MSFT ($492.05) 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 %

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