Perigon Wealth Management, LLC MSFT Holdings History
Perigon Wealth Management, LLC's Microsoft Corp Holding Summary
As of 2025-06-30, Perigon Wealth Management, LLC held 159,451.00 shares of Microsoft Corp(MSFT), totaling $79.31 Mil. This investment constitutes 1.85% of their stock portfolio, and Perigon Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2014Q1. And since then Perigon Wealth Management, LLC has made 24 purchases of MSFT, at an average price of $221.58, for a total of 369,821.00 shares. In addition, there have been 13 sales at an average price of $249.31 for 210,370.00 shares. Based on historical transaction data and MSFT's current price of $505.24, Perigon Wealth Management, LLC's estimated gain on his MSFT holdings is $51.06 Mil, reflecting a 62.31% gain to date.
Perigon Wealth Management, LLC MSFT ($505.24) Holding Chart
Perigon Wealth Management, LLC MSFT ($505.24) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
