Number of Shares
11,153.00
Current Holdings Value*
$5.55 Mil
% of Portfolio
4.2%
Total Estimate Gain
$878,082.84
% of Total Estimate Gain
18.43%

Sunbeam Capital Management, LLC's Microsoft Corp Holding Summary

As of 2025-06-30, Sunbeam Capital Management, LLC held 11,153.00 shares of Microsoft Corp(MSFT), totaling $5.55 Mil. This investment constitutes 4.2% of their stock portfolio, and Sunbeam Capital Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2024Q4. And since then Sunbeam Capital Management, LLC has made 2 purchases of MSFT, at an average price of $427.14, for a total of 11,153.00 shares. Based on historical transaction data and MSFT's current price of $505.87, Sunbeam Capital Management, LLC's estimated gain on his MSFT holdings is $878,082.84, reflecting a 18.43% gain to date.

Sunbeam Capital Management, LLC MSFT ($505.87) Holding Chart

Sunbeam Capital Management, LLC 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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