Number of Shares
5.75 Mil
Current Holdings Value*
$2.16 Bil
% of Portfolio
3.53%
Total Estimate Gain
$1.55 Bil
% of Total Estimate Gain
88.74%

Corient Private Wealth LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Corient Private Wealth LLC held 5.75 Mil shares of Microsoft Corp(MSFT), totaling $2.16 Bil. This investment constitutes 3.53% of their stock portfolio, and Corient Private Wealth LLC now holds 0.08% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2022Q4. And since then Corient Private Wealth LLC has made 5 purchases of MSFT, at an average price of $263.69, for a total of 6.63 Mil shares. In addition, there have been 4 sales at an average price of $416.24 for 874,157.00 shares. Based on historical transaction data and MSFT's current price of $510.06, Corient Private Wealth LLC's estimated gain on his MSFT holdings is $1.55 Bil, reflecting a 88.74% gain to date.

Corient Private Wealth LLC MSFT ($510.06) Holding Chart

Corient Private Wealth LLC MSFT ($510.06) 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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