Smith Salley Wealth Management MSFT Holdings History
Smith Salley Wealth Management's Microsoft Corp Holding Summary
As of 2025-06-30, Smith Salley Wealth Management held 225,844.00 shares of Microsoft Corp(MSFT), totaling $112.34 Mil. This investment constitutes 6.5% of their stock portfolio, and Smith Salley Wealth Management now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2014Q1. And since then Smith Salley Wealth Management has made 29 purchases of MSFT, at an average price of $121.08, for a total of 421,421.00 shares. In addition, there have been 8 sales at an average price of $238.64 for 195,577.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Smith Salley Wealth Management's estimated gain on his MSFT holdings is $110.84 Mil, reflecting a 217.22% gain to date.
Smith Salley Wealth Management MSFT ($510.05) Holding Chart
Smith Salley Wealth Management 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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