CW Advisors, LLC MSFT Holdings History

Number of Shares
411,872.00
Current Holdings Value*
$155.52 Mil
% of Portfolio
1.86%
Total Estimate Gain
$47.12 Mil
% of Total Estimate Gain
27.08%

CW Advisors, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, CW Advisors, LLC held 411,872.00 shares of Microsoft Corp(MSFT), totaling $155.52 Mil. This investment constitutes 1.86% of their stock portfolio, and CW Advisors, LLC now holds 0.01% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then CW Advisors, LLC has made 9 purchases of MSFT, at an average price of $377.87, for a total of 460,486.00 shares. In addition, there have been 4 sales at an average price of $386.55 for 48,614.00 shares. Based on historical transaction data and MSFT's current price of $491.26, CW Advisors, LLC's estimated gain on his MSFT holdings is $47.12 Mil, reflecting a 27.08% gain to date.

CW Advisors, LLC MSFT ($491.26) Holding Chart

CW Advisors, LLC MSFT ($491.26) 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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