Taylor & Morgan Wealth Management, LLC MSFT Holdings History
Taylor & Morgan Wealth Management, LLC's Microsoft Corp Holding Summary
As of 2025-06-30, Taylor & Morgan Wealth Management, LLC held 11,545.00 shares of Microsoft Corp(MSFT), totaling $5.74 Mil. This investment constitutes 3.88% of their stock portfolio, and Taylor & Morgan Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2021Q4. And since then Taylor & Morgan Wealth Management, LLC has made 8 purchases of MSFT, at an average price of $306.01, for a total of 14,440.00 shares. In addition, there have been 6 sales at an average price of $404.51 for 2,895.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Taylor & Morgan Wealth Management, LLC's estimated gain on his MSFT holdings is $2.64 Mil, reflecting a 59.76% gain to date.
Taylor & Morgan Wealth Management, LLC MSFT ($510.05) Holding Chart
Taylor & Morgan Wealth Management, LLC 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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