Number of Shares
15,584.00
Current Holdings Value*
$5.85 Mil
% of Portfolio
1.19%
Total Estimate Gain
$1.36 Mil
% of Total Estimate Gain
20.65%

Topsail Wealth Management, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Topsail Wealth Management, LLC held 15,584.00 shares of Microsoft Corp(MSFT), totaling $5.85 Mil. This investment constitutes 1.19% of their stock portfolio, and Topsail Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2024Q4. And since then Topsail Wealth Management, LLC has made 1 purchases of MSFT, at an average price of $423.44, for a total of 15,584.00 shares. Based on historical transaction data and MSFT's current price of $510.88, Topsail Wealth Management, LLC's estimated gain on his MSFT holdings is $1.36 Mil, reflecting a 20.65% gain to date.

Topsail Wealth Management, LLC MSFT ($510.88) Holding Chart

Topsail Wealth Management, LLC MSFT ($510.88) 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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