Acorn Wealth Advisors, LLC MSFT Holdings History
Acorn Wealth Advisors, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Acorn Wealth Advisors, LLC held 15,953.00 shares of Microsoft Corp(MSFT), totaling $5.99 Mil. This investment constitutes 2.49% of their stock portfolio, and Acorn Wealth Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2018Q2. And since then Acorn Wealth Advisors, LLC has made 14 purchases of MSFT, at an average price of $138.86, for a total of 18,220.00 shares. In addition, there have been 14 sales at an average price of $243.42 for 2,267.00 shares. Based on historical transaction data and MSFT's current price of $497.72, Acorn Wealth Advisors, LLC's estimated gain on his MSFT holdings is $5.96 Mil, reflecting a 235.65% gain to date.
Acorn Wealth Advisors, LLC MSFT ($497.72) Holding Chart
Acorn Wealth Advisors, LLC MSFT ($497.72) 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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