Avantra Family Wealth, Inc. MSFT Holdings History
Avantra Family Wealth, Inc.'s Microsoft Corp Holding Summary
As of 2025-06-30, Avantra Family Wealth, Inc. held 10,454.00 shares of Microsoft Corp(MSFT), totaling $5.20 Mil. This investment constitutes 4.29% of their stock portfolio, and Avantra Family Wealth, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2024Q4. And since then Avantra Family Wealth, Inc. has made 1 purchases of MSFT, at an average price of $425.79, for a total of 10,471.00 shares. In addition, there have been 1 sales at an average price of $433.34 for 17.00 shares. Based on historical transaction data and MSFT's current price of $510.88, Avantra Family Wealth, Inc.'s estimated gain on his MSFT holdings is $889,710.97, reflecting a 19.96% gain to date.
Avantra Family Wealth, Inc. MSFT ($510.88) Holding Chart
Avantra Family Wealth, Inc. MSFT ($510.88) 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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