CWS Financial Advisors, LLC MSFT Holdings History
CWS Financial Advisors, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, CWS Financial Advisors, LLC held 19,051.00 shares of Microsoft Corp(MSFT), totaling $7.15 Mil. This investment constitutes 2.26% of their stock portfolio, and CWS Financial Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2019Q4. And since then CWS Financial Advisors, LLC has made 10 purchases of MSFT, at an average price of $197.14, for a total of 33,764.00 shares. In addition, there have been 10 sales at an average price of $299.73 for 14,713.00 shares. Based on historical transaction data and MSFT's current price of $505.27, CWS Financial Advisors, LLC's estimated gain on his MSFT holdings is $7.38 Mil, reflecting a 110.87% gain to date.
CWS Financial Advisors, LLC MSFT ($505.27) Holding Chart
CWS Financial 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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