Number of Shares
239,478.00
Current Holdings Value*
$119.12 Mil
% of Portfolio
11.28%
Total Estimate Gain
$56.99 Mil
% of Total Estimate Gain
83.09%

Talbot Financial, LLC's Microsoft Corp Holding Summary

As of 2025-06-30, Talbot Financial, LLC held 239,478.00 shares of Microsoft Corp(MSFT), totaling $119.12 Mil. This investment constitutes 11.28% of their stock portfolio, and Talbot Financial, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2022Q4. And since then Talbot Financial, LLC has made 5 purchases of MSFT, at an average price of $271.26, for a total of 252,867.00 shares. In addition, there have been 5 sales at an average price of $342.44 for 13,389.00 shares. Based on historical transaction data and MSFT's current price of $505.27, Talbot Financial, LLC's estimated gain on his MSFT holdings is $56.99 Mil, reflecting a 83.09% gain to date.

Talbot Financial, LLC MSFT ($505.27) Holding Chart

Talbot Financial, LLC MSFT ($505.27) 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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