Number of Shares
6,411.00
Current Holdings Value*
$2.41 Mil
% of Portfolio
2.08%
Total Estimate Gain
$671,231.70
% of Total Estimate Gain
25.68%

Fiduciary Wealth Partners, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Fiduciary Wealth Partners, LLC held 6,411.00 shares of Microsoft Corp(MSFT), totaling $2.41 Mil. This investment constitutes 2.08% of their stock portfolio, and Fiduciary Wealth Partners, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2025Q1. And since then Fiduciary Wealth Partners, LLC has made 1 purchases of MSFT, at an average price of $407.71, for a total of 6,411.00 shares. Based on historical transaction data and MSFT's current price of $512.41, Fiduciary Wealth Partners, LLC's estimated gain on his MSFT holdings is $671,231.70, reflecting a 25.68% gain to date.

Fiduciary Wealth Partners, LLC MSFT ($512.41) Holding Chart

Fiduciary Wealth Partners, LLC MSFT ($512.41) 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