Number of Shares
46,051.00
Current Holdings Value*
$17.29 Mil
% of Portfolio
3.42%
Total Estimate Gain
$12.09 Mil
% of Total Estimate Gain
56.99%

Beverly Hills Private Wealth, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Beverly Hills Private Wealth, LLC held 46,051.00 shares of Microsoft Corp(MSFT), totaling $17.29 Mil. This investment constitutes 3.42% of their stock portfolio, and Beverly Hills Private Wealth, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2022Q4. And since then Beverly Hills Private Wealth, LLC has made 5 purchases of MSFT, at an average price of $277.42, for a total of 76,496.00 shares. In addition, there have been 4 sales at an average price of $332.97 for 30,445.00 shares. Based on historical transaction data and MSFT's current price of $503.32, Beverly Hills Private Wealth, LLC's estimated gain on his MSFT holdings is $12.09 Mil, reflecting a 56.99% gain to date.

Beverly Hills Private Wealth, LLC MSFT ($503.32) Holding Chart

Beverly Hills Private Wealth, 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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