Number of Shares
10,428.00
Current Holdings Value*
$5.19 Mil
% of Portfolio
4.72%
Total Estimate Gain
$828,109.29
% of Total Estimate Gain
18.23%

CROWLEY WEALTH MANAGEMENT, INC.'s Microsoft Corp Holding Summary

As of 2025-06-30, CROWLEY WEALTH MANAGEMENT, INC. held 10,428.00 shares of Microsoft Corp(MSFT), totaling $5.19 Mil. This investment constitutes 4.72% of their stock portfolio, and CROWLEY WEALTH MANAGEMENT, INC. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2024Q4. And since then CROWLEY WEALTH MANAGEMENT, INC. has made 1 purchases of MSFT, at an average price of $426.05, for a total of 10,660.00 shares. In addition, there have been 1 sales at an average price of $407.71 for 232.00 shares. Based on historical transaction data and MSFT's current price of $505.87, CROWLEY WEALTH MANAGEMENT, INC.'s estimated gain on his MSFT holdings is $828,109.29, reflecting a 18.23% gain to date.

CROWLEY WEALTH MANAGEMENT, INC. MSFT ($505.87) Holding Chart

CROWLEY WEALTH MANAGEMENT, INC. MSFT ($505.87) 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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