Number of Shares
16,763.00
Current Holdings Value*
$6.29 Mil
% of Portfolio
3.95%
Total Estimate Gain
$3.98 Mil
% of Total Estimate Gain
82.45%

waypoint wealth counsel's Microsoft Corp Holding Summary

As of 2025-03-31, waypoint wealth counsel held 16,763.00 shares of Microsoft Corp(MSFT), totaling $6.29 Mil. This investment constitutes 3.95% of their stock portfolio, and waypoint wealth counsel now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2022Q4. And since then waypoint wealth counsel has made 7 purchases of MSFT, at an average price of $258.93, for a total of 18,654.00 shares. In addition, there have been 2 sales at an average price of $315.67 for 1,891.00 shares. Based on historical transaction data and MSFT's current price of $490.11, waypoint wealth counsel's estimated gain on his MSFT holdings is $3.98 Mil, reflecting a 82.45% gain to date.

waypoint wealth counsel MSFT ($490.11) Holding Chart

waypoint wealth counsel MSFT ($490.11) 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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