Number of Shares
994,633.00
Current Holdings Value*
$373.38 Mil
% of Portfolio
3.64%
Total Estimate Gain
$232.26 Mil
% of Total Estimate Gain
59.62%

Capital Group Private Client Services, Inc.'s Microsoft Corp Holding Summary

As of 2025-03-31, Capital Group Private Client Services, Inc. held 994,633.00 shares of Microsoft Corp(MSFT), totaling $373.38 Mil. This investment constitutes 3.64% of their stock portfolio, and Capital Group Private Client Services, Inc. now holds 0.01% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q3. And since then Capital Group Private Client Services, Inc. has made 3 purchases of MSFT, at an average price of $291.48, for a total of 1.34 Mil shares. In addition, there have been 11 sales at an average price of $376.00 for 341,795.00 shares. Based on historical transaction data and MSFT's current price of $495.94, Capital Group Private Client Services, Inc.'s estimated gain on his MSFT holdings is $232.26 Mil, reflecting a 59.62% gain to date.

Capital Group Private Client Services, Inc. MSFT ($495.94) Holding Chart

Capital Group Private Client Services, Inc. MSFT ($495.94) 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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