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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