Number of Shares
16,187.00
Current Holdings Value*
$8.05 Mil
% of Portfolio
7.29%
Total Estimate Gain
$3.62 Mil
% of Total Estimate Gain
31.25%

C2C Wealth Management, LLC's Microsoft Corp Holding Summary

As of 2025-06-30, C2C Wealth Management, LLC held 16,187.00 shares of Microsoft Corp(MSFT), totaling $8.05 Mil. This investment constitutes 7.29% of their stock portfolio, and C2C Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then C2C Wealth Management, LLC has made 3 purchases of MSFT, at an average price of $320.09, for a total of 36,171.00 shares. In addition, there have been 9 sales at an average price of $347.29 for 19,984.00 shares. Based on historical transaction data and MSFT's current price of $510.05, C2C Wealth Management, LLC's estimated gain on his MSFT holdings is $3.62 Mil, reflecting a 31.25% gain to date.

C2C Wealth Management, LLC MSFT ($510.05) Holding Chart

C2C Wealth Management, LLC MSFT ($510.05) 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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