Number of Shares
114,669.00
Current Holdings Value*
$43.05 Mil
% of Portfolio
11.45%
Total Estimate Gain
$45.30 Mil
% of Total Estimate Gain
141.71%

KILEY JUERGENS WEALTH MANAGEMENT, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, KILEY JUERGENS WEALTH MANAGEMENT, LLC held 114,669.00 shares of Microsoft Corp(MSFT), totaling $43.05 Mil. This investment constitutes 11.45% of their stock portfolio, and KILEY JUERGENS WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q2. And since then KILEY JUERGENS WEALTH MANAGEMENT, LLC has made 17 purchases of MSFT, at an average price of $172.97, for a total of 184,810.00 shares. In addition, there have been 11 sales at an average price of $279.19 for 70,141.00 shares. Based on historical transaction data and MSFT's current price of $503.02, KILEY JUERGENS WEALTH MANAGEMENT, LLC's estimated gain on his MSFT holdings is $45.30 Mil, reflecting a 141.71% gain to date.

KILEY JUERGENS WEALTH MANAGEMENT, LLC MSFT ($503.02) Holding Chart

KILEY JUERGENS WEALTH MANAGEMENT, LLC MSFT ($503.02) 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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