Number of Shares
15,925.00
Current Holdings Value*
$5.65 Mil
% of Portfolio
2.47%
Total Estimate Gain
$3.90 Mil
% of Total Estimate Gain
93.78%

SWEENEY & MICHEL, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, SWEENEY & MICHEL, LLC held 15,925.00 shares of Microsoft Corp(MSFT), totaling $5.65 Mil. This investment constitutes 2.47% of their stock portfolio, and SWEENEY & MICHEL, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2023Q1. And since then SWEENEY & MICHEL, LLC has made 3 purchases of MSFT, at an average price of $256.59, for a total of 16,214.00 shares. In addition, there have been 3 sales at an average price of $407.83 for 289.00 shares. Based on historical transaction data and MSFT's current price of $498.84, SWEENEY & MICHEL, LLC's estimated gain on his MSFT holdings is $3.90 Mil, reflecting a 93.78% gain to date.

SWEENEY & MICHEL, LLC MSFT ($498.84) Holding Chart

SWEENEY & MICHEL, LLC MSFT ($498.84) 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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