CapWealth Advisors, LLC MSFT Holdings History
CapWealth Advisors, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, CapWealth Advisors, LLC held 92,991.00 shares of Microsoft Corp(MSFT), totaling $34.91 Mil. This investment constitutes 3.78% of their stock portfolio, and CapWealth Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2014Q1. And since then CapWealth Advisors, LLC has made 11 purchases of MSFT, at an average price of $60.20, for a total of 257,586.00 shares. In addition, there have been 25 sales at an average price of $238.03 for 164,595.00 shares. Based on historical transaction data and MSFT's current price of $510.05, CapWealth Advisors, LLC's estimated gain on his MSFT holdings is $71.10 Mil, reflecting a 458.52% gain to date.
CapWealth Advisors, LLC MSFT ($510.05) Holding Chart
CapWealth Advisors, LLC MSFT ($510.05) 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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