Number of Shares
22,403.00
Current Holdings Value*
$11.18 Mil
% of Portfolio
3.95%
Total Estimate Gain
$1.80 Mil
% of Total Estimate Gain
18.89%

Pines Wealth Management, LLC's Microsoft Corp Holding Summary

As of 2025-06-30, Pines Wealth Management, LLC held 22,403.00 shares of Microsoft Corp(MSFT), totaling $11.18 Mil. This investment constitutes 3.95% of their stock portfolio, and Pines Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2024Q4. And since then Pines Wealth Management, LLC has made 2 purchases of MSFT, at an average price of $425.47, for a total of 22,403.00 shares. Based on historical transaction data and MSFT's current price of $505.82, Pines Wealth Management, LLC's estimated gain on his MSFT holdings is $1.80 Mil, reflecting a 18.89% gain to date.

Pines Wealth Management, LLC MSFT ($505.82) Holding Chart

Pines Wealth Management, LLC MSFT ($505.82) 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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