Number of Shares
2,868.00
Current Holdings Value*
$1.43 Mil
% of Portfolio
0.45%
Total Estimate Gain
$385,019.56
% of Total Estimate Gain
35.59%

Seaside Wealth Management, Inc.'s Microsoft Corp Holding Summary

As of 2025-06-30, Seaside Wealth Management, Inc. held 2,868.00 shares of Microsoft Corp(MSFT), totaling $1.43 Mil. This investment constitutes 0.45% of their stock portfolio, and Seaside Wealth Management, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2022Q2. And since then Seaside Wealth Management, Inc. has made 5 purchases of MSFT, at an average price of $376.21, for a total of 2,876.00 shares. In addition, there have been 1 sales at an average price of $330.44 for 8.00 shares. Based on historical transaction data and MSFT's current price of $510.58, Seaside Wealth Management, Inc.'s estimated gain on his MSFT holdings is $385,019.56, reflecting a 35.59% gain to date.

Seaside Wealth Management, Inc. MSFT ($510.58) Holding Chart

Seaside Wealth Management, Inc. MSFT ($510.58) 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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