Number of Shares
20,555.00
Current Holdings Value*
$7.72 Mil
% of Portfolio
4.37%
Total Estimate Gain
$5.39 Mil
% of Total Estimate Gain
24.39%

ELEVATUS WELATH MANAGEMENT's Microsoft Corp Holding Summary

As of 2025-03-31, ELEVATUS WELATH MANAGEMENT held 20,555.00 shares of Microsoft Corp(MSFT), totaling $7.72 Mil. This investment constitutes 4.37% of their stock portfolio, and ELEVATUS WELATH MANAGEMENT now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2023Q2. And since then ELEVATUS WELATH MANAGEMENT has made 4 purchases of MSFT, at an average price of $350.11, for a total of 63,064.00 shares. In addition, there have been 3 sales at an average price of $411.11 for 42,509.00 shares. Based on historical transaction data and MSFT's current price of $486.00, ELEVATUS WELATH MANAGEMENT's estimated gain on his MSFT holdings is $5.39 Mil, reflecting a 24.39% gain to date.

ELEVATUS WELATH MANAGEMENT MSFT ($486.00) Holding Chart

ELEVATUS WELATH MANAGEMENT MSFT ($486.00) 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