Number of Shares
63,800.00
Current Holdings Value*
$23.95 Mil
% of Portfolio
0.59%
Total Estimate Gain
$114.34 Mil
% of Total Estimate Gain
92.04%

MISSION WEALTH MANAGEMENT, LP's Microsoft Corp Holding Summary

As of 2025-03-31, MISSION WEALTH MANAGEMENT, LP held 63,800.00 shares of Microsoft Corp(MSFT), totaling $23.95 Mil. This investment constitutes 0.59% of their stock portfolio, and MISSION WEALTH MANAGEMENT, LP now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q2. And since then MISSION WEALTH MANAGEMENT, LP has made 20 purchases of MSFT, at an average price of $215.58, for a total of 576,258.00 shares. In addition, there have been 8 sales at an average price of $242.00 for 190,335.00 shares. Based on historical transaction data and MSFT's current price of $498.84, MISSION WEALTH MANAGEMENT, LP's estimated gain on his MSFT holdings is $114.34 Mil, reflecting a 92.04% gain to date.

MISSION WEALTH MANAGEMENT, LP MSFT ($498.84) Holding Chart

MISSION WEALTH MANAGEMENT, LP MSFT ($498.84) 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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