Beta Wealth Group, Inc. MSFT Holdings History
Beta Wealth Group, Inc.'s Microsoft Corp Holding Summary
As of 2025-03-31, Beta Wealth Group, Inc. held 19,564.00 shares of Microsoft Corp(MSFT), totaling $7.34 Mil. This investment constitutes 2.64% of their stock portfolio, and Beta Wealth Group, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2013Q4. And since then Beta Wealth Group, Inc. has made 10 purchases of MSFT, at an average price of $198.04, for a total of 30,959.00 shares. In addition, there have been 8 sales at an average price of $312.66 for 11,395.00 shares. Based on historical transaction data and MSFT's current price of $503.32, Beta Wealth Group, Inc.'s estimated gain on his MSFT holdings is $7.28 Mil, reflecting a 118.71% gain to date.
Beta Wealth Group, Inc. MSFT ($503.32) Holding Chart
Beta Wealth Group, Inc. MSFT ($503.32) 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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