Number of Shares
92,663.00
Current Holdings Value*
$34.79 Mil
% of Portfolio
3.49%
Total Estimate Gain
$20.20 Mil
% of Total Estimate Gain
52.70%

SlateStone Wealth, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, SlateStone Wealth, LLC held 92,663.00 shares of Microsoft Corp(MSFT), totaling $34.79 Mil. This investment constitutes 3.49% of their stock portfolio, and SlateStone Wealth, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q4. And since then SlateStone Wealth, LLC has made 15 purchases of MSFT, at an average price of $283.04, for a total of 135,417.00 shares. In addition, there have been 10 sales at an average price of $305.47 for 42,754.00 shares. Based on historical transaction data and MSFT's current price of $490.66, SlateStone Wealth, LLC's estimated gain on his MSFT holdings is $20.20 Mil, reflecting a 52.70% gain to date.

SlateStone Wealth, LLC MSFT ($490.66) Holding Chart

SlateStone Wealth, LLC MSFT ($490.66) 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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