Portside Wealth Group, LLC MSFT Holdings History
Portside Wealth Group, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Portside Wealth Group, LLC held 44,787.00 shares of Microsoft Corp(MSFT), totaling $16.81 Mil. This investment constitutes 2.74% of their stock portfolio, and Portside Wealth Group, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2023Q2. And since then Portside Wealth Group, LLC has made 4 purchases of MSFT, at an average price of $324.81, for a total of 50,582.00 shares. In addition, there have been 3 sales at an average price of $418.04 for 5,795.00 shares. Based on historical transaction data and MSFT's current price of $493.82, Portside Wealth Group, LLC's estimated gain on his MSFT holdings is $8.11 Mil, reflecting a 49.36% gain to date.
Portside Wealth Group, LLC MSFT ($493.82) Holding Chart
Portside Wealth Group, LLC MSFT ($493.82) 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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