Number of Shares
98,947.00
Current Holdings Value*
$40.62 Mil
% of Portfolio
3.36%
Total Estimate Gain
$19.83 Mil
% of Total Estimate Gain
63.57%

Strategic Wealth Partners, Ltd.'s Microsoft Corp Holding Summary

As of 2024-12-31, Strategic Wealth Partners, Ltd. held 98,947.00 shares of Microsoft Corp(MSFT), totaling $40.62 Mil. This investment constitutes 3.36% of their stock portfolio, and Strategic Wealth Partners, Ltd. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q2. And since then Strategic Wealth Partners, Ltd. has made 21 purchases of MSFT, at an average price of $300.74, for a total of 103,694.00 shares. In addition, there have been 5 sales at an average price of $201.62 for 4,747.00 shares. Based on historical transaction data and MSFT's current price of $505.87, Strategic Wealth Partners, Ltd.'s estimated gain on his MSFT holdings is $19.83 Mil, reflecting a 63.57% gain to date.

Strategic Wealth Partners, Ltd. MSFT ($505.87) Holding Chart

Strategic Wealth Partners, Ltd. MSFT ($505.87) 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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