Number of Shares
103,093.00
Current Holdings Value*
$38.70 Mil
% of Portfolio
3.47%
Total Estimate Gain
$47.31 Mil
% of Total Estimate Gain
483.49%

WEATHERLY ASSET MANAGEMENT L. P.'s Microsoft Corp Holding Summary

As of 2025-03-31, WEATHERLY ASSET MANAGEMENT L. P. held 103,093.00 shares of Microsoft Corp(MSFT), totaling $38.70 Mil. This investment constitutes 3.47% of their stock portfolio, and WEATHERLY ASSET MANAGEMENT L. P. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2013Q4. And since then WEATHERLY ASSET MANAGEMENT L. P. has made 24 purchases of MSFT, at an average price of $79.29, for a total of 123,399.00 shares. In addition, there have been 16 sales at an average price of $293.64 for 20,306.00 shares. Based on historical transaction data and MSFT's current price of $495.94, WEATHERLY ASSET MANAGEMENT L. P.'s estimated gain on his MSFT holdings is $47.31 Mil, reflecting a 483.49% gain to date.

WEATHERLY ASSET MANAGEMENT L. P. MSFT ($495.94) Holding Chart

WEATHERLY ASSET MANAGEMENT L. P. MSFT ($495.94) 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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