Number of Shares
8,987.00
Current Holdings Value*
$3.37 Mil
% of Portfolio
1.88%
Total Estimate Gain
$4.84 Mil
% of Total Estimate Gain
19.60%

DELAP WEALTH ADVISORY, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, DELAP WEALTH ADVISORY, LLC held 8,987.00 shares of Microsoft Corp(MSFT), totaling $3.37 Mil. This investment constitutes 1.88% of their stock portfolio, and DELAP WEALTH ADVISORY, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2022Q4. And since then DELAP WEALTH ADVISORY, LLC has made 3 purchases of MSFT, at an average price of $342.98, for a total of 71,957.00 shares. In addition, there have been 6 sales at an average price of $396.94 for 62,970.00 shares. Based on historical transaction data and MSFT's current price of $503.02, DELAP WEALTH ADVISORY, LLC's estimated gain on his MSFT holdings is $4.84 Mil, reflecting a 19.60% gain to date.

DELAP WEALTH ADVISORY, LLC MSFT ($503.02) Holding Chart

DELAP WEALTH ADVISORY, LLC MSFT ($503.02) 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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