Canvas Wealth Advisors, LLC MSFT Holdings History
Canvas Wealth Advisors, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Canvas Wealth Advisors, LLC held 62,013.00 shares of Microsoft Corp(MSFT), totaling $22.75 Mil. This investment constitutes 5.84% of their stock portfolio, and Canvas Wealth Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2021Q1. And since then Canvas Wealth Advisors, LLC has made 10 purchases of MSFT, at an average price of $269.71, for a total of 86,371.00 shares. In addition, there have been 6 sales at an average price of $288.75 for 24,358.00 shares. Based on historical transaction data and MSFT's current price of $511.70, Canvas Wealth Advisors, LLC's estimated gain on his MSFT holdings is $15.47 Mil, reflecting a 66.41% gain to date.
Canvas Wealth Advisors, LLC MSFT ($511.70) Holding Chart
Canvas Wealth Advisors, LLC MSFT ($511.70) 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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