Number of Shares
71,576.00
Current Holdings Value*
$26.87 Mil
% of Portfolio
8.36%
Total Estimate Gain
$32.39 Mil
% of Total Estimate Gain
226.80%

Buckley Wealth Management, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Buckley Wealth Management, LLC held 71,576.00 shares of Microsoft Corp(MSFT), totaling $26.87 Mil. This investment constitutes 8.36% of their stock portfolio, and Buckley Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q2. And since then Buckley Wealth Management, LLC has made 9 purchases of MSFT, at an average price of $119.68, for a total of 119,341.00 shares. In addition, there have been 19 sales at an average price of $221.02 for 47,765.00 shares. Based on historical transaction data and MSFT's current price of $504.61, Buckley Wealth Management, LLC's estimated gain on his MSFT holdings is $32.39 Mil, reflecting a 226.80% gain to date.

Buckley Wealth Management, LLC MSFT ($504.61) Holding Chart

Buckley Wealth Management, LLC MSFT ($504.61) 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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