Number of Shares
9,433.00
Current Holdings Value*
$4.69 Mil
% of Portfolio
2.68%
Total Estimate Gain
$2.70 Mil
% of Total Estimate Gain
84.98%

Signature Wealth Management Partners, LLC's Microsoft Corp Holding Summary

As of 2025-06-30, Signature Wealth Management Partners, LLC held 9,433.00 shares of Microsoft Corp(MSFT), totaling $4.69 Mil. This investment constitutes 2.68% of their stock portfolio, and Signature Wealth Management Partners, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2020Q4. And since then Signature Wealth Management Partners, LLC has made 12 purchases of MSFT, at an average price of $248.08, for a total of 12,825.00 shares. In addition, there have been 5 sales at an average price of $329.93 for 3,392.00 shares. Based on historical transaction data and MSFT's current price of $505.27, Signature Wealth Management Partners, LLC's estimated gain on his MSFT holdings is $2.70 Mil, reflecting a 84.98% gain to date.

Signature Wealth Management Partners, LLC MSFT ($505.27) Holding Chart

Signature Wealth Management Partners, LLC MSFT ($505.27) 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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