Number of Shares
36,091.00
Current Holdings Value*
$8.66 Mil
% of Portfolio
5.12%
Total Estimate Gain
$14.63 Mil
% of Total Estimate Gain
283.62%

Aevitas Wealth Management, Inc.'s Microsoft Corp Holding Summary

As of 2022-12-31, Aevitas Wealth Management, Inc. held 36,091.00 shares of Microsoft Corp(MSFT), totaling $8.66 Mil. This investment constitutes 5.12% of their stock portfolio, and Aevitas Wealth Management, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q2. And since then Aevitas Wealth Management, Inc. has made 14 purchases of MSFT, at an average price of $121.52, for a total of 42,438.00 shares. In addition, there have been 5 sales at an average price of $204.91 for 6,347.00 shares. Based on historical transaction data and MSFT's current price of $512.11, Aevitas Wealth Management, Inc.'s estimated gain on his MSFT holdings is $14.63 Mil, reflecting a 283.62% gain to date.

Aevitas Wealth Management, Inc. MSFT ($512.11) Holding Chart

Aevitas Wealth Management, Inc. MSFT ($512.11) 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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