Number of Shares
17,063.00
Current Holdings Value*
$8.49 Mil
% of Portfolio
0.99%
Total Estimate Gain
$16.62 Mil
% of Total Estimate Gain
69.78%

SHEETS SMITH WEALTH MANAGEMENT's Microsoft Corp Holding Summary

As of 2025-06-30, SHEETS SMITH WEALTH MANAGEMENT held 17,063.00 shares of Microsoft Corp(MSFT), totaling $8.49 Mil. This investment constitutes 0.99% of their stock portfolio, and SHEETS SMITH WEALTH MANAGEMENT now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2013Q3. And since then SHEETS SMITH WEALTH MANAGEMENT has made 14 purchases of MSFT, at an average price of $166.60, for a total of 142,954.00 shares. In addition, there have been 34 sales at an average price of $251.83 for 125,891.00 shares. Based on historical transaction data and MSFT's current price of $511.70, SHEETS SMITH WEALTH MANAGEMENT's estimated gain on his MSFT holdings is $16.62 Mil, reflecting a 69.78% gain to date.

SHEETS SMITH WEALTH MANAGEMENT MSFT ($511.70) Holding Chart

SHEETS SMITH WEALTH MANAGEMENT MSFT ($511.70) 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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