Number of Shares
20,781.00
Current Holdings Value*
$10.34 Mil
% of Portfolio
1.9%
Total Estimate Gain
$6.47 Mil
% of Total Estimate Gain
71.64%

Secure Asset Management, LLC's Microsoft Corp Holding Summary

As of 2025-06-30, Secure Asset Management, LLC held 20,781.00 shares of Microsoft Corp(MSFT), totaling $10.34 Mil. This investment constitutes 1.9% of their stock portfolio, and Secure Asset Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q4. And since then Secure Asset Management, LLC has made 14 purchases of MSFT, at an average price of $268.66, for a total of 33,625.00 shares. In addition, there have been 8 sales at an average price of $382.03 for 12,844.00 shares. Based on historical transaction data and MSFT's current price of $510.00, Secure Asset Management, LLC's estimated gain on his MSFT holdings is $6.47 Mil, reflecting a 71.64% gain to date.

Secure Asset Management, LLC MSFT ($510.00) Holding Chart

Secure Asset Management, LLC MSFT ($510.00) 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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