Number of Shares
400.00
Current Holdings Value*
$280.00
% of Portfolio
0%
Total Estimate Gain
$14.36 Mil
% of Total Estimate Gain
102.20%

Occidental Asset Management, LLC's Microsoft Corp Holding Summary

As of 2025-06-30, Occidental Asset Management, LLC held 400.00 shares of Microsoft Corp(MSFT), totaling $280.00. This investment constitutes 0% of their stock portfolio, and Occidental Asset Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2014Q2. And since then Occidental Asset Management, LLC has made 24 purchases of MSFT, at an average price of $235.86, for a total of 59,581.00 shares. In addition, there have been 6 sales at an average price of $211.24 for 6,756.00 shares. Based on historical transaction data and MSFT's current price of $510.88, Occidental Asset Management, LLC's estimated gain on his MSFT holdings is $14.36 Mil, reflecting a 102.20% gain to date.

Occidental Asset Management, LLC MSFT ($510.88) Holding Chart

Occidental Asset Management, LLC MSFT ($510.88) 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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