Ascent Wealth Partners, LLC MSFT Holdings History
Ascent Wealth Partners, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Ascent Wealth Partners, LLC held 52,543.00 shares of Microsoft Corp(MSFT), totaling $19.72 Mil. This investment constitutes 2.65% of their stock portfolio, and Ascent Wealth Partners, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2014Q3. And since then Ascent Wealth Partners, LLC has made 13 purchases of MSFT, at an average price of $188.89, for a total of 64,989.00 shares. In addition, there have been 14 sales at an average price of $226.80 for 12,446.00 shares. Based on historical transaction data and MSFT's current price of $505.87, Ascent Wealth Partners, LLC's estimated gain on his MSFT holdings is $17.13 Mil, reflecting a 139.52% gain to date.
Ascent Wealth Partners, LLC MSFT ($505.87) Holding Chart
Ascent Wealth Partners, 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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