Number of Shares
5,539.00
Current Holdings Value*
$2.08 Mil
% of Portfolio
2.15%
Total Estimate Gain
$543,552.22
% of Total Estimate Gain
23.82%

Safe Harbor Fiduciary, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Safe Harbor Fiduciary, LLC held 5,539.00 shares of Microsoft Corp(MSFT), totaling $2.08 Mil. This investment constitutes 2.15% of their stock portfolio, and Safe Harbor Fiduciary, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2024Q3. And since then Safe Harbor Fiduciary, LLC has made 2 purchases of MSFT, at an average price of $411.92, for a total of 5,539.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Safe Harbor Fiduciary, LLC's estimated gain on his MSFT holdings is $543,552.22, reflecting a 23.82% gain to date.

Safe Harbor Fiduciary, LLC MSFT ($510.05) Holding Chart

Safe Harbor Fiduciary, 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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