Number of Shares
20,650.00
Current Holdings Value*
$10.27 Mil
% of Portfolio
3.9%
Total Estimate Gain
$6.48 Mil
% of Total Estimate Gain
99.02%

StrongBox Wealth, LLC's Microsoft Corp Holding Summary

As of 2025-06-30, StrongBox Wealth, LLC held 20,650.00 shares of Microsoft Corp(MSFT), totaling $10.27 Mil. This investment constitutes 3.9% of their stock portfolio, and StrongBox Wealth, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2020Q1. And since then StrongBox Wealth, LLC has made 14 purchases of MSFT, at an average price of $235.09, for a total of 27,816.00 shares. In addition, there have been 7 sales at an average price of $341.62 for 7,166.00 shares. Based on historical transaction data and MSFT's current price of $511.70, StrongBox Wealth, LLC's estimated gain on his MSFT holdings is $6.48 Mil, reflecting a 99.02% gain to date.

StrongBox Wealth, LLC MSFT ($511.70) Holding Chart

StrongBox Wealth, LLC MSFT ($511.70) 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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