Number of Shares
41,753.00
Current Holdings Value*
$15.67 Mil
% of Portfolio
2.55%
Total Estimate Gain
$17.57 Mil
% of Total Estimate Gain
135.96%

LAKE STREET PRIVATE WEALTH, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, LAKE STREET PRIVATE WEALTH, LLC held 41,753.00 shares of Microsoft Corp(MSFT), totaling $15.67 Mil. This investment constitutes 2.55% of their stock portfolio, and LAKE STREET PRIVATE WEALTH, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q1. And since then LAKE STREET PRIVATE WEALTH, LLC has made 15 purchases of MSFT, at an average price of $195.50, for a total of 66,112.00 shares. In addition, there have been 9 sales at an average price of $385.13 for 24,359.00 shares. Based on historical transaction data and MSFT's current price of $505.75, LAKE STREET PRIVATE WEALTH, LLC's estimated gain on his MSFT holdings is $17.57 Mil, reflecting a 135.96% gain to date.

LAKE STREET PRIVATE WEALTH, LLC MSFT ($505.75) Holding Chart

LAKE STREET PRIVATE WEALTH, LLC MSFT ($505.75) 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 %

Top Ranked Articles

  • 1