Number of Shares
18,925.00
Current Holdings Value*
$9.41 Mil
% of Portfolio
3.02%
Total Estimate Gain
$62.10 Mil
% of Total Estimate Gain
20.96%

Granite Bay Wealth Management, LLC's Microsoft Corp Holding Summary

As of 2025-06-30, Granite Bay Wealth Management, LLC held 18,925.00 shares of Microsoft Corp(MSFT), totaling $9.41 Mil. This investment constitutes 3.02% of their stock portfolio, and Granite Bay Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then Granite Bay Wealth Management, LLC has made 7 purchases of MSFT, at an average price of $336.14, for a total of 881,536.00 shares. In addition, there have been 7 sales at an average price of $404.32 for 862,611.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Granite Bay Wealth Management, LLC's estimated gain on his MSFT holdings is $62.10 Mil, reflecting a 20.96% gain to date.

Granite Bay Wealth Management, LLC MSFT ($510.05) Holding Chart

Granite Bay Wealth Management, LLC 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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