Number of Shares
153,384.00
Current Holdings Value*
$76.29 Mil
% of Portfolio
3.11%
Total Estimate Gain
$68.51 Mil
% of Total Estimate Gain
92.98%

Sowell Financial Services LLC's Microsoft Corp Holding Summary

As of 2025-06-30, Sowell Financial Services LLC held 153,384.00 shares of Microsoft Corp(MSFT), totaling $76.29 Mil. This investment constitutes 3.11% of their stock portfolio, and Sowell Financial Services LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q2. And since then Sowell Financial Services LLC has made 16 purchases of MSFT, at an average price of $192.30, for a total of 383,156.00 shares. In addition, there have been 12 sales at an average price of $277.78 for 229,772.00 shares. Based on historical transaction data and MSFT's current price of $510.88, Sowell Financial Services LLC's estimated gain on his MSFT holdings is $68.51 Mil, reflecting a 92.98% gain to date.

Sowell Financial Services LLC MSFT ($510.88) Holding Chart

Sowell Financial Services LLC MSFT ($510.88) 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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