Number of Shares
35,823.00
Current Holdings Value*
$13.45 Mil
% of Portfolio
2.81%
Total Estimate Gain
$4.45 Mil
% of Total Estimate Gain
19.57%

Bellwether Advisors, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Bellwether Advisors, LLC held 35,823.00 shares of Microsoft Corp(MSFT), totaling $13.45 Mil. This investment constitutes 2.81% of their stock portfolio, and Bellwether Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2020Q4. And since then Bellwether Advisors, LLC has made 11 purchases of MSFT, at an average price of $380.32, for a total of 59,822.00 shares. In addition, there have been 6 sales at an average price of $382.29 for 23,999.00 shares. Based on historical transaction data and MSFT's current price of $503.32, Bellwether Advisors, LLC's estimated gain on his MSFT holdings is $4.45 Mil, reflecting a 19.57% gain to date.

Bellwether Advisors, LLC MSFT ($503.32) Holding Chart

Bellwether Advisors, LLC MSFT ($503.32) 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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