Number of Shares
55,393.00
Current Holdings Value*
$27.55 Mil
% of Portfolio
8.15%
Total Estimate Gain
$18.33 Mil
% of Total Estimate Gain
167.55%

West Branch Capital LLC's Microsoft Corp Holding Summary

As of 2025-06-30, West Branch Capital LLC held 55,393.00 shares of Microsoft Corp(MSFT), totaling $27.55 Mil. This investment constitutes 8.15% of their stock portfolio, and West Branch Capital LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q2. And since then West Branch Capital LLC has made 22 purchases of MSFT, at an average price of $182.68, for a total of 59,903.00 shares. In addition, there have been 8 sales at an average price of $278.54 for 4,510.00 shares. Based on historical transaction data and MSFT's current price of $505.87, West Branch Capital LLC's estimated gain on his MSFT holdings is $18.33 Mil, reflecting a 167.55% gain to date.

West Branch Capital LLC MSFT ($505.87) Holding Chart

West Branch Capital LLC MSFT ($505.87) 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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