Number of Shares
7,556.00
Current Holdings Value*
$2.84 Mil
% of Portfolio
1.91%
Total Estimate Gain
$1.47 Mil
% of Total Estimate Gain
39.60%

Evergreen Wealth Solutions, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Evergreen Wealth Solutions, LLC held 7,556.00 shares of Microsoft Corp(MSFT), totaling $2.84 Mil. This investment constitutes 1.91% of their stock portfolio, and Evergreen Wealth Solutions, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then Evergreen Wealth Solutions, LLC has made 7 purchases of MSFT, at an average price of $324.53, for a total of 11,460.00 shares. In addition, there have been 6 sales at an average price of $371.55 for 3,904.00 shares. Based on historical transaction data and MSFT's current price of $495.15, Evergreen Wealth Solutions, LLC's estimated gain on his MSFT holdings is $1.47 Mil, reflecting a 39.60% gain to date.

Evergreen Wealth Solutions, LLC MSFT ($495.15) Holding Chart

Evergreen Wealth Solutions, LLC MSFT ($495.15) 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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