Number of Shares
17,811.00
Current Holdings Value*
$8.86 Mil
% of Portfolio
4.76%
Total Estimate Gain
$7.08 Mil
% of Total Estimate Gain
140.35%

Beaumont Asset Management, L.L.C.'s Microsoft Corp Holding Summary

As of 2025-06-30, Beaumont Asset Management, L.L.C. held 17,811.00 shares of Microsoft Corp(MSFT), totaling $8.86 Mil. This investment constitutes 4.76% of their stock portfolio, and Beaumont Asset Management, L.L.C. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q4. And since then Beaumont Asset Management, L.L.C. has made 14 purchases of MSFT, at an average price of $174.48, for a total of 28,920.00 shares. In addition, there have been 9 sales at an average price of $276.33 for 11,109.00 shares. Based on historical transaction data and MSFT's current price of $508.56, Beaumont Asset Management, L.L.C.'s estimated gain on his MSFT holdings is $7.08 Mil, reflecting a 140.35% gain to date.

Beaumont Asset Management, L.L.C. MSFT ($508.56) Holding Chart

Beaumont Asset Management, L.L.C. MSFT ($508.56) 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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