Number of Shares
86,484.00
Current Holdings Value*
$32.47 Mil
% of Portfolio
1.13%
Total Estimate Gain
$10.11 Mil
% of Total Estimate Gain
30.19%

JOURNEY STRATEGIC WEALTH LLC's Microsoft Corp Holding Summary

As of 2025-03-31, JOURNEY STRATEGIC WEALTH LLC held 86,484.00 shares of Microsoft Corp(MSFT), totaling $32.47 Mil. This investment constitutes 1.13% of their stock portfolio, and JOURNEY STRATEGIC WEALTH LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then JOURNEY STRATEGIC WEALTH LLC has made 11 purchases of MSFT, at an average price of $371.77, for a total of 90,094.00 shares. In addition, there have been 2 sales at an average price of $337.21 for 3,610.00 shares. Based on historical transaction data and MSFT's current price of $490.11, JOURNEY STRATEGIC WEALTH LLC's estimated gain on his MSFT holdings is $10.11 Mil, reflecting a 30.19% gain to date.

JOURNEY STRATEGIC WEALTH LLC MSFT ($490.11) Holding Chart

JOURNEY STRATEGIC WEALTH LLC MSFT ($490.11) 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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