Number of Shares
212,557.00
Current Holdings Value*
$79.79 Mil
% of Portfolio
4.26%
Total Estimate Gain
$94.89 Mil
% of Total Estimate Gain
279.53%

Obermeyer Wealth Partners's Microsoft Corp Holding Summary

As of 2025-03-31, Obermeyer Wealth Partners held 212,557.00 shares of Microsoft Corp(MSFT), totaling $79.79 Mil. This investment constitutes 4.26% of their stock portfolio, and Obermeyer Wealth Partners now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2017Q1. And since then Obermeyer Wealth Partners has made 10 purchases of MSFT, at an average price of $113.40, for a total of 299,348.00 shares. In addition, there have been 19 sales at an average price of $245.47 for 86,791.00 shares. Based on historical transaction data and MSFT's current price of $505.87, Obermeyer Wealth Partners's estimated gain on his MSFT holdings is $94.89 Mil, reflecting a 279.53% gain to date.

Obermeyer Wealth Partners MSFT ($505.87) Holding Chart

Obermeyer Wealth Partners MSFT ($505.87) 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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