Trajan Wealth LLC MSFT Holdings History

Number of Shares
237,549.00
Current Holdings Value*
$89.17 Mil
% of Portfolio
4.87%
Total Estimate Gain
$24.38 Mil
% of Total Estimate Gain
25.13%

Trajan Wealth LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Trajan Wealth LLC held 237,549.00 shares of Microsoft Corp(MSFT), totaling $89.17 Mil. This investment constitutes 4.87% of their stock portfolio, and Trajan Wealth LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2024Q1. And since then Trajan Wealth LLC has made 4 purchases of MSFT, at an average price of $408.27, for a total of 237,549.00 shares. Based on historical transaction data and MSFT's current price of $510.88, Trajan Wealth LLC's estimated gain on his MSFT holdings is $24.38 Mil, reflecting a 25.13% gain to date.

Trajan Wealth LLC MSFT ($510.88) Holding Chart

Trajan Wealth 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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