Number of Shares
11,531.00
Current Holdings Value*
$5.74 Mil
% of Portfolio
1.51%
Total Estimate Gain
$1.78 Mil
% of Total Estimate Gain
33.43%

Three Bridge Wealth Advisors, LLC's Microsoft Corp Holding Summary

As of 2025-06-30, Three Bridge Wealth Advisors, LLC held 11,531.00 shares of Microsoft Corp(MSFT), totaling $5.74 Mil. This investment constitutes 1.51% of their stock portfolio, and Three Bridge Wealth Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2022Q1. And since then Three Bridge Wealth Advisors, LLC has made 6 purchases of MSFT, at an average price of $354.33, for a total of 15,020.00 shares. In addition, there have been 6 sales at an average price of $363.45 for 3,489.00 shares. Based on historical transaction data and MSFT's current price of $505.87, Three Bridge Wealth Advisors, LLC's estimated gain on his MSFT holdings is $1.78 Mil, reflecting a 33.43% gain to date.

Three Bridge Wealth Advisors, LLC MSFT ($505.87) Holding Chart

Three Bridge Wealth Advisors, 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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