Number of Shares
21,342.00
Current Holdings Value*
$10.62 Mil
% of Portfolio
1.71%
Total Estimate Gain
$4.67 Mil
% of Total Estimate Gain
54.65%

Thrive Wealth Management, LLC's Microsoft Corp Holding Summary

As of 2025-06-30, Thrive Wealth Management, LLC held 21,342.00 shares of Microsoft Corp(MSFT), totaling $10.62 Mil. This investment constitutes 1.71% of their stock portfolio, and Thrive Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then Thrive Wealth Management, LLC has made 8 purchases of MSFT, at an average price of $304.94, for a total of 28,011.00 shares. In addition, there have been 6 sales at an average price of $370.00 for 6,669.00 shares. Based on historical transaction data and MSFT's current price of $503.32, Thrive Wealth Management, LLC's estimated gain on his MSFT holdings is $4.67 Mil, reflecting a 54.65% gain to date.

Thrive Wealth Management, LLC MSFT ($503.32) Holding Chart

Thrive Wealth Management, LLC MSFT ($503.32) 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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