CURA WEALTH ADVISORS, LLC MSFT Holdings History
Number of Shares
6,043.00
Current Holdings Value*
$2.27 Mil
% of Portfolio
0.92%
Total Estimate Gain
$505,649.48
% of Total Estimate Gain
19.85%
CURA WEALTH ADVISORS, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, CURA WEALTH ADVISORS, LLC held 6,043.00 shares of Microsoft Corp(MSFT), totaling $2.27 Mil. This investment constitutes 0.92% of their stock portfolio, and CURA WEALTH ADVISORS, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2024Q4. And since then CURA WEALTH ADVISORS, LLC has made 1 purchases of MSFT, at an average price of $421.59, for a total of 6,043.00 shares. Based on historical transaction data and MSFT's current price of $505.27, CURA WEALTH ADVISORS, LLC's estimated gain on his MSFT holdings is $505,649.48, reflecting a 19.85% gain to date.
CURA WEALTH ADVISORS, LLC MSFT ($505.27) Holding Chart
CURA WEALTH ADVISORS, LLC MSFT ($505.27) 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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