Number of Shares
51,127.00
Current Holdings Value*
$19.19 Mil
% of Portfolio
0.91%
Total Estimate Gain
$30.83 Mil
% of Total Estimate Gain
169.51%

Waldron Private Wealth LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Waldron Private Wealth LLC held 51,127.00 shares of Microsoft Corp(MSFT), totaling $19.19 Mil. This investment constitutes 0.91% of their stock portfolio, and Waldron Private Wealth LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2013Q4. And since then Waldron Private Wealth LLC has made 24 purchases of MSFT, at an average price of $158.00, for a total of 115,115.00 shares. In addition, there have been 12 sales at an average price of $358.55 for 63,988.00 shares. Based on historical transaction data and MSFT's current price of $510.06, Waldron Private Wealth LLC's estimated gain on his MSFT holdings is $30.83 Mil, reflecting a 169.51% gain to date.

Waldron Private Wealth LLC MSFT ($510.06) Holding Chart

Waldron Private Wealth LLC MSFT ($510.06) 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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