NewEdge Wealth, LLC MSFT Holdings History
NewEdge Wealth, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, NewEdge Wealth, LLC held 676,201.00 shares of Microsoft Corp(MSFT), totaling $253.84 Mil. This investment constitutes 4.6% of their stock portfolio, and NewEdge Wealth, LLC now holds 0.01% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2020Q4. And since then NewEdge Wealth, LLC has made 15 purchases of MSFT, at an average price of $309.06, for a total of 681,273.00 shares. In addition, there have been 2 sales at an average price of $411.58 for 5,072.00 shares. Based on historical transaction data and MSFT's current price of $511.70, NewEdge Wealth, LLC's estimated gain on his MSFT holdings is $137.55 Mil, reflecting a 65.33% gain to date.
NewEdge Wealth, LLC MSFT ($511.70) Holding Chart
NewEdge Wealth, LLC MSFT ($511.70) 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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