Arete Wealth Advisors, LLC MSFT Holdings History
Arete Wealth Advisors, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Arete Wealth Advisors, LLC held 50,777.00 shares of Microsoft Corp(MSFT), totaling $19.07 Mil. This investment constitutes 1.46% of their stock portfolio, and Arete Wealth Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2014Q1. And since then Arete Wealth Advisors, LLC has made 18 purchases of MSFT, at an average price of $244.65, for a total of 224,001.00 shares. In addition, there have been 13 sales at an average price of $266.71 for 173,224.00 shares. Based on historical transaction data and MSFT's current price of $510.45, Arete Wealth Advisors, LLC's estimated gain on his MSFT holdings is $17.32 Mil, reflecting a 31.60% gain to date.
Arete Wealth Advisors, LLC MSFT ($510.45) Holding Chart
Arete Wealth Advisors, LLC MSFT ($510.45) 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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