Number of Shares
428,145.00
Current Holdings Value*
$115.87 Mil
% of Portfolio
3.2%
Total Estimate Gain
$129.76 Mil
% of Total Estimate Gain
41.74%

Connectus Wealth, LLC's Microsoft Corp Holding Summary

As of 2024-03-31, Connectus Wealth, LLC held 428,145.00 shares of Microsoft Corp(MSFT), totaling $115.87 Mil. This investment constitutes 3.2% of their stock portfolio, and Connectus Wealth, LLC now holds 0.01% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q1. And since then Connectus Wealth, LLC has made 7 purchases of MSFT, at an average price of $286.05, for a total of 1.09 Mil shares. In addition, there have been 5 sales at an average price of $337.07 for 658,609.00 shares. Based on historical transaction data and MSFT's current price of $510.64, Connectus Wealth, LLC's estimated gain on his MSFT holdings is $129.76 Mil, reflecting a 41.74% gain to date.

Connectus Wealth, LLC MSFT ($510.64) Holding Chart

Connectus Wealth, LLC MSFT ($510.64) 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 %

Top Ranked Articles

  • 1