Number of Shares
110,305.00
Current Holdings Value*
$41.41 Mil
% of Portfolio
1.39%
Total Estimate Gain
$27.17 Mil
% of Total Estimate Gain
86.46%

Moran Wealth Management, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Moran Wealth Management, LLC held 110,305.00 shares of Microsoft Corp(MSFT), totaling $41.41 Mil. This investment constitutes 1.39% of their stock portfolio, and Moran Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2022Q4. And since then Moran Wealth Management, LLC has made 3 purchases of MSFT, at an average price of $260.73, for a total of 120,533.00 shares. In addition, there have been 6 sales at an average price of $380.63 for 10,228.00 shares. Based on historical transaction data and MSFT's current price of $495.94, Moran Wealth Management, LLC's estimated gain on his MSFT holdings is $27.17 Mil, reflecting a 86.46% gain to date.

Moran Wealth Management, LLC MSFT ($495.94) Holding Chart

Moran Wealth Management, LLC MSFT ($495.94) 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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