Number of Shares
56,140.00
Current Holdings Value*
$21.07 Mil
% of Portfolio
5.03%
Total Estimate Gain
$21.11 Mil
% of Total Estimate Gain
141.61%

WHALEROCK POINT PARTNERS, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, WHALEROCK POINT PARTNERS, LLC held 56,140.00 shares of Microsoft Corp(MSFT), totaling $21.07 Mil. This investment constitutes 5.03% of their stock portfolio, and WHALEROCK POINT PARTNERS, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2014Q1. And since then WHALEROCK POINT PARTNERS, LLC has made 28 purchases of MSFT, at an average price of $162.25, for a total of 91,861.00 shares. In addition, there have been 8 sales at an average price of $213.45 for 35,721.00 shares. Based on historical transaction data and MSFT's current price of $505.62, WHALEROCK POINT PARTNERS, LLC's estimated gain on his MSFT holdings is $21.11 Mil, reflecting a 141.61% gain to date.

WHALEROCK POINT PARTNERS, LLC MSFT ($505.62) Holding Chart

WHALEROCK POINT PARTNERS, LLC MSFT ($505.62) 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 %

Top Ranked Articles

  • 1