CIC Wealth, LLC MSFT Holdings History
CIC Wealth, LLC's Microsoft Corp Holding Summary
As of 2024-09-30, CIC Wealth, LLC held 39,053.00 shares of Microsoft Corp(MSFT), totaling $16.80 Mil. This investment constitutes 4.34% of their stock portfolio, and CIC Wealth, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2022Q4. And since then CIC Wealth, LLC has made 2 purchases of MSFT, at an average price of $240.34, for a total of 41,388.00 shares. In addition, there have been 5 sales at an average price of $382.59 for 2,335.00 shares. Based on historical transaction data and MSFT's current price of $497.45, CIC Wealth, LLC's estimated gain on his MSFT holdings is $10.37 Mil, reflecting a 104.28% gain to date.
CIC Wealth, LLC MSFT ($497.45) Holding Chart
CIC Wealth, LLC MSFT ($497.45) 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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