Crestwood Advisors Group, LLC MSFT Holdings History
Crestwood Advisors Group, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Crestwood Advisors Group, LLC held 559,049.00 shares of Microsoft Corp(MSFT), totaling $209.86 Mil. This investment constitutes 3.99% of their stock portfolio, and Crestwood Advisors Group, LLC now holds 0.01% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2014Q1. And since then Crestwood Advisors Group, LLC has made 22 purchases of MSFT, at an average price of $97.93, for a total of 758,354.00 shares. In addition, there have been 13 sales at an average price of $315.71 for 199,305.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Crestwood Advisors Group, LLC's estimated gain on his MSFT holdings is $273.80 Mil, reflecting a 368.68% gain to date.
Crestwood Advisors Group, LLC MSFT ($510.05) Holding Chart
Crestwood Advisors Group, 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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