Number of Shares
33,110.00
Current Holdings Value*
$12.43 Mil
% of Portfolio
4.26%
Total Estimate Gain
$177.28 Mil
% of Total Estimate Gain
10.05%

Financial Perspectives, Inc's Microsoft Corp Holding Summary

As of 2025-03-31, Financial Perspectives, Inc held 33,110.00 shares of Microsoft Corp(MSFT), totaling $12.43 Mil. This investment constitutes 4.26% of their stock portfolio, and Financial Perspectives, Inc now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q4. And since then Financial Perspectives, Inc has made 14 purchases of MSFT, at an average price of $231.73, for a total of 7.61 Mil shares. In addition, there have been 6 sales at an average price of $253.90 for 7.58 Mil shares. Based on historical transaction data and MSFT's current price of $510.05, Financial Perspectives, Inc's estimated gain on his MSFT holdings is $177.28 Mil, reflecting a 10.05% gain to date.

Financial Perspectives, Inc MSFT ($510.05) Holding Chart

Financial Perspectives, Inc MSFT ($510.05) 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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