Number of Shares
183,077.00
Current Holdings Value*
$68.73 Mil
% of Portfolio
2.2%
Total Estimate Gain
$53.23 Mil
% of Total Estimate Gain
46.96%

Spire Wealth Management's Microsoft Corp Holding Summary

As of 2025-03-31, Spire Wealth Management held 183,077.00 shares of Microsoft Corp(MSFT), totaling $68.73 Mil. This investment constitutes 2.2% of their stock portfolio, and Spire Wealth Management now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q1. And since then Spire Wealth Management has made 8 purchases of MSFT, at an average price of $258.32, for a total of 438,738.00 shares. In addition, there have been 8 sales at an average price of $286.26 for 255,661.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Spire Wealth Management's estimated gain on his MSFT holdings is $53.23 Mil, reflecting a 46.96% gain to date.

Spire Wealth Management MSFT ($510.05) Holding Chart

Spire 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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