Circle Wealth Management, LLC MSFT Holdings History
Circle Wealth Management, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Circle Wealth Management, LLC held 101,566.00 shares of Microsoft Corp(MSFT), totaling $38.13 Mil. This investment constitutes 0.87% of their stock portfolio, and Circle Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2018Q2. And since then Circle Wealth Management, LLC has made 16 purchases of MSFT, at an average price of $254.36, for a total of 116,055.00 shares. In addition, there have been 12 sales at an average price of $346.47 for 14,489.00 shares. Based on historical transaction data and MSFT's current price of $498.84, Circle Wealth Management, LLC's estimated gain on his MSFT holdings is $26.17 Mil, reflecting a 88.64% gain to date.
Circle Wealth Management, LLC MSFT ($498.84) Holding Chart
Circle Wealth Management, LLC MSFT ($498.84) 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
