Number of Shares
26,471.00
Current Holdings Value*
$9.94 Mil
% of Portfolio
4.37%
Total Estimate Gain
$5.59 Mil
% of Total Estimate Gain
53.48%

Buttonwood Financial Advisors Inc.'s Microsoft Corp Holding Summary

As of 2025-03-31, Buttonwood Financial Advisors Inc. held 26,471.00 shares of Microsoft Corp(MSFT), totaling $9.94 Mil. This investment constitutes 4.37% of their stock portfolio, and Buttonwood Financial Advisors Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then Buttonwood Financial Advisors Inc. has made 5 purchases of MSFT, at an average price of $309.51, for a total of 33,763.00 shares. In addition, there have been 8 sales at an average price of $393.72 for 7,292.00 shares. Based on historical transaction data and MSFT's current price of $497.45, Buttonwood Financial Advisors Inc.'s estimated gain on his MSFT holdings is $5.59 Mil, reflecting a 53.48% gain to date.

Buttonwood Financial Advisors Inc. MSFT ($497.45) Holding Chart

Buttonwood Financial Advisors Inc. MSFT ($497.45) 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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