Number of Shares
51,511.00
Current Holdings Value*
$19.34 Mil
% of Portfolio
3.01%
Total Estimate Gain
$7.67 Mil
% of Total Estimate Gain
40.54%

Premier Path Wealth Partners, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Premier Path Wealth Partners, LLC held 51,511.00 shares of Microsoft Corp(MSFT), totaling $19.34 Mil. This investment constitutes 3.01% of their stock portfolio, and Premier Path Wealth Partners, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2023Q4. And since then Premier Path Wealth Partners, LLC has made 2 purchases of MSFT, at an average price of $358.33, for a total of 52,802.00 shares. In addition, there have been 3 sales at an average price of $413.00 for 1,291.00 shares. Based on historical transaction data and MSFT's current price of $505.87, Premier Path Wealth Partners, LLC's estimated gain on his MSFT holdings is $7.67 Mil, reflecting a 40.54% gain to date.

Premier Path Wealth Partners, LLC MSFT ($505.87) Holding Chart

Premier Path Wealth Partners, LLC MSFT ($505.87) 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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