Number of Shares
52,600.00
Current Holdings Value*
$19.75 Mil
% of Portfolio
3.7%
Total Estimate Gain
$15.09 Mil
% of Total Estimate Gain
105.62%

Elk River Wealth Management, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Elk River Wealth Management, LLC held 52,600.00 shares of Microsoft Corp(MSFT), totaling $19.75 Mil. This investment constitutes 3.7% of their stock portfolio, and Elk River Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2020Q4. And since then Elk River Wealth Management, LLC has made 11 purchases of MSFT, at an average price of $231.94, for a total of 61,616.00 shares. In addition, there have been 6 sales at an average price of $357.15 for 9,016.00 shares. Based on historical transaction data and MSFT's current price of $497.45, Elk River Wealth Management, LLC's estimated gain on his MSFT holdings is $15.09 Mil, reflecting a 105.62% gain to date.

Elk River Wealth Management, LLC MSFT ($497.45) Holding Chart

Elk River Wealth Management, LLC MSFT ($497.45) 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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