Number of Shares
31,837.00
Current Holdings Value*
$11.95 Mil
% of Portfolio
2.43%
Total Estimate Gain
$11.15 Mil
% of Total Estimate Gain
135.83%

PERSONAL CFO SOLUTIONS, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, PERSONAL CFO SOLUTIONS, LLC held 31,837.00 shares of Microsoft Corp(MSFT), totaling $11.95 Mil. This investment constitutes 2.43% of their stock portfolio, and PERSONAL CFO SOLUTIONS, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q3. And since then PERSONAL CFO SOLUTIONS, LLC has made 14 purchases of MSFT, at an average price of $188.17, for a total of 43,605.00 shares. In addition, there have been 8 sales at an average price of $264.47 for 11,768.00 shares. Based on historical transaction data and MSFT's current price of $510.05, PERSONAL CFO SOLUTIONS, LLC's estimated gain on his MSFT holdings is $11.15 Mil, reflecting a 135.83% gain to date.

PERSONAL CFO SOLUTIONS, LLC MSFT ($510.05) Holding Chart

PERSONAL CFO SOLUTIONS, LLC MSFT ($510.05) 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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