Number of Shares
161,314.00
Current Holdings Value*
$60.56 Mil
% of Portfolio
2.93%
Total Estimate Gain
$50.47 Mil
% of Total Estimate Gain
31.95%

Meridian Wealth Management, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Meridian Wealth Management, LLC held 161,314.00 shares of Microsoft Corp(MSFT), totaling $60.56 Mil. This investment constitutes 2.93% of their stock portfolio, and Meridian Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q2. And since then Meridian Wealth Management, LLC has made 21 purchases of MSFT, at an average price of $318.15, for a total of 496,464.00 shares. In addition, there have been 7 sales at an average price of $378.88 for 335,150.00 shares. Based on historical transaction data and MSFT's current price of $504.83, Meridian Wealth Management, LLC's estimated gain on his MSFT holdings is $50.47 Mil, reflecting a 31.95% gain to date.

Meridian Wealth Management, LLC MSFT ($504.83) Holding Chart

Meridian Wealth Management, LLC MSFT ($504.83) 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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