Capital Wealth Planning, LLC MSFT Holdings History
Capital Wealth Planning, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Capital Wealth Planning, LLC held 1.43 Mil shares of Microsoft Corp(MSFT), totaling $537.76 Mil. This investment constitutes 4.66% of their stock portfolio, and Capital Wealth Planning, LLC now holds 0.02% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2014Q1. And since then Capital Wealth Planning, LLC has made 22 purchases of MSFT, at an average price of $234.51, for a total of 2.02 Mil shares. In addition, there have been 13 sales at an average price of $284.94 for 588,475.00 shares. Based on historical transaction data and MSFT's current price of $505.87, Capital Wealth Planning, LLC's estimated gain on his MSFT holdings is $418.41 Mil, reflecting a 88.28% gain to date.
Capital Wealth Planning, LLC MSFT ($505.87) Holding Chart
Capital Wealth Planning, LLC MSFT ($505.87) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
