Number of Shares
23,580.00
Current Holdings Value*
$8.85 Mil
% of Portfolio
6.04%
Total Estimate Gain
$6.80 Mil
% of Total Estimate Gain
87.73%

Bradley & Co. Private Wealth Management, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Bradley & Co. Private Wealth Management, LLC held 23,580.00 shares of Microsoft Corp(MSFT), totaling $8.85 Mil. This investment constitutes 6.04% of their stock portfolio, and Bradley & Co. Private Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q1. And since then Bradley & Co. Private Wealth Management, LLC has made 7 purchases of MSFT, at an average price of $254.17, for a total of 30,491.00 shares. In addition, there have been 8 sales at an average price of $361.05 for 6,911.00 shares. Based on historical transaction data and MSFT's current price of $511.19, Bradley & Co. Private Wealth Management, LLC's estimated gain on his MSFT holdings is $6.80 Mil, reflecting a 87.73% gain to date.

Bradley & Co. Private Wealth Management, LLC MSFT ($511.19) Holding Chart

Bradley & Co. Private Wealth Management, LLC MSFT ($511.19) 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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