Number of Shares
4,000.00
Current Holdings Value*
$1.50 Mil
% of Portfolio
0.02%
Total Estimate Gain
$146.00 Mil
% of Total Estimate Gain
51.63%

Beacon Pointe Advisors, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Beacon Pointe Advisors, LLC held 4,000.00 shares of Microsoft Corp(MSFT), totaling $1.50 Mil. This investment constitutes 0.02% of their stock portfolio, and Beacon Pointe Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q4. And since then Beacon Pointe Advisors, LLC has made 12 purchases of MSFT, at an average price of $280.18, for a total of 1.01 Mil shares. In addition, there have been 13 sales at an average price of $316.75 for 449,685.00 shares. Based on historical transaction data and MSFT's current price of $511.70, Beacon Pointe Advisors, LLC's estimated gain on his MSFT holdings is $146.00 Mil, reflecting a 51.63% gain to date.

Beacon Pointe Advisors, LLC MSFT ($511.70) Holding Chart

Beacon Pointe Advisors, LLC MSFT ($511.70) 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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