Number of Shares
43,927.00
Current Holdings Value*
$16.49 Mil
% of Portfolio
6.24%
Total Estimate Gain
$7.94 Mil
% of Total Estimate Gain
49.60%

Quantum Private Wealth, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Quantum Private Wealth, LLC held 43,927.00 shares of Microsoft Corp(MSFT), totaling $16.49 Mil. This investment constitutes 6.24% of their stock portfolio, and Quantum Private Wealth, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then Quantum Private Wealth, LLC has made 9 purchases of MSFT, at an average price of $330.86, for a total of 48,377.00 shares. In addition, there have been 4 sales at an average price of $346.06 for 4,450.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Quantum Private Wealth, LLC's estimated gain on his MSFT holdings is $7.94 Mil, reflecting a 49.60% gain to date.

Quantum Private Wealth, LLC MSFT ($510.05) Holding Chart

Quantum Private Wealth, 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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