Number of Shares
51,633.00
Current Holdings Value*
$19.38 Mil
% of Portfolio
3.56%
Total Estimate Gain
$6.07 Mil
% of Total Estimate Gain
20.93%

GC Wealth Management RIA, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, GC Wealth Management RIA, LLC held 51,633.00 shares of Microsoft Corp(MSFT), totaling $19.38 Mil. This investment constitutes 3.56% of their stock portfolio, and GC Wealth Management RIA, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2023Q4. And since then GC Wealth Management RIA, LLC has made 2 purchases of MSFT, at an average price of $393.47, for a total of 73,772.00 shares. In addition, there have been 3 sales at an average price of $425.35 for 22,139.00 shares. Based on historical transaction data and MSFT's current price of $497.45, GC Wealth Management RIA, LLC's estimated gain on his MSFT holdings is $6.07 Mil, reflecting a 20.93% gain to date.

GC Wealth Management RIA, LLC MSFT ($497.45) Holding Chart

GC Wealth Management RIA, 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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