CAPTRUST FINANCIAL ADVISORS MSFT Holdings History
CAPTRUST FINANCIAL ADVISORS's Microsoft Corp Holding Summary
As of 2025-03-31, CAPFINANCIAL PARTNERS, LLC held 2.57 Mil shares of Microsoft Corp(MSFT), totaling $964.97 Mil. This investment constitutes 2.42% of their stock portfolio, and CAPFINANCIAL PARTNERS, LLC now holds 0.03% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2018Q2. And since then CAPTRUST FINANCIAL ADVISORS has made 22 purchases of MSFT, at an average price of $274.16, for a total of 3.40 Mil shares. In addition, there have been 7 sales at an average price of $363.25 for 825,602.00 shares. Based on historical transaction data and MSFT's current price of $510.05, CAPTRUST FINANCIAL ADVISORS's estimated gain on his MSFT holdings is $679.93 Mil, reflecting a 73.02% gain to date.
CAPTRUST FINANCIAL ADVISORS MSFT ($510.05) Holding Chart
CAPTRUST FINANCIAL ADVISORS MSFT ($510.05) 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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