Number of Shares
51,894.00
Current Holdings Value*
$19.48 Mil
% of Portfolio
2.34%
Total Estimate Gain
$8.16 Mil
% of Total Estimate Gain
40.41%

Spectrum Wealth Counsel, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Spectrum Wealth Counsel, LLC held 51,894.00 shares of Microsoft Corp(MSFT), totaling $19.48 Mil. This investment constitutes 2.34% of their stock portfolio, and Spectrum Wealth Counsel, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2023Q4. And since then Spectrum Wealth Counsel, LLC has made 2 purchases of MSFT, at an average price of $358.48, for a total of 56,339.00 shares. In addition, there have been 3 sales at an average price of $425.06 for 4,445.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Spectrum Wealth Counsel, LLC's estimated gain on his MSFT holdings is $8.16 Mil, reflecting a 40.41% gain to date.

Spectrum Wealth Counsel, LLC MSFT ($510.05) Holding Chart

Spectrum Wealth Counsel, LLC 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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