Number of Shares
6,043.00
Current Holdings Value*
$2.27 Mil
% of Portfolio
0.92%
Total Estimate Gain
$505,649.48
% of Total Estimate Gain
19.85%

CURA WEALTH ADVISORS, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, CURA WEALTH ADVISORS, LLC held 6,043.00 shares of Microsoft Corp(MSFT), totaling $2.27 Mil. This investment constitutes 0.92% of their stock portfolio, and CURA WEALTH ADVISORS, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2024Q4. And since then CURA WEALTH ADVISORS, LLC has made 1 purchases of MSFT, at an average price of $421.59, for a total of 6,043.00 shares. Based on historical transaction data and MSFT's current price of $505.27, CURA WEALTH ADVISORS, LLC's estimated gain on his MSFT holdings is $505,649.48, reflecting a 19.85% gain to date.

CURA WEALTH ADVISORS, LLC MSFT ($505.27) Holding Chart

CURA WEALTH ADVISORS, LLC MSFT ($505.27) 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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