Number of Shares
21,486.00
Current Holdings Value*
$8.07 Mil
% of Portfolio
0.89%
Total Estimate Gain
$8.75 Mil
% of Total Estimate Gain
54.17%

Wealth Architects, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Wealth Architects, LLC held 21,486.00 shares of Microsoft Corp(MSFT), totaling $8.07 Mil. This investment constitutes 0.89% of their stock portfolio, and Wealth Architects, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2014Q4. And since then Wealth Architects, LLC has made 18 purchases of MSFT, at an average price of $255.68, for a total of 63,189.00 shares. In addition, there have been 13 sales at an average price of $334.48 for 41,703.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Wealth Architects, LLC's estimated gain on his MSFT holdings is $8.75 Mil, reflecting a 54.17% gain to date.

Wealth Architects, LLC MSFT ($510.05) Holding Chart

Wealth Architects, LLC MSFT ($510.05) 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