Number of Shares
39,071.00
Current Holdings Value*
$14.67 Mil
% of Portfolio
7.69%
Total Estimate Gain
$14.59 Mil
% of Total Estimate Gain
142.14%

Moser Wealth Advisors, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Moser Wealth Advisors, LLC held 39,071.00 shares of Microsoft Corp(MSFT), totaling $14.67 Mil. This investment constitutes 7.69% of their stock portfolio, and Moser Wealth Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q4. And since then Moser Wealth Advisors, LLC has made 6 purchases of MSFT, at an average price of $179.31, for a total of 57,237.00 shares. In addition, there have been 14 sales at an average price of $281.82 for 18,166.00 shares. Based on historical transaction data and MSFT's current price of $505.03, Moser Wealth Advisors, LLC's estimated gain on his MSFT holdings is $14.59 Mil, reflecting a 142.14% gain to date.

Moser Wealth Advisors, LLC MSFT ($505.03) Holding Chart

Moser Wealth Advisors, LLC MSFT ($505.03) 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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