DELAP WEALTH ADVISORY, LLC MSFT Holdings History
DELAP WEALTH ADVISORY, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, DELAP WEALTH ADVISORY, LLC held 8,987.00 shares of Microsoft Corp(MSFT), totaling $3.37 Mil. This investment constitutes 1.88% of their stock portfolio, and DELAP WEALTH ADVISORY, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2022Q4. And since then DELAP WEALTH ADVISORY, LLC has made 3 purchases of MSFT, at an average price of $342.98, for a total of 71,957.00 shares. In addition, there have been 6 sales at an average price of $396.94 for 62,970.00 shares. Based on historical transaction data and MSFT's current price of $503.02, DELAP WEALTH ADVISORY, LLC's estimated gain on his MSFT holdings is $4.84 Mil, reflecting a 19.60% gain to date.
DELAP WEALTH ADVISORY, LLC MSFT ($503.02) Holding Chart
DELAP WEALTH ADVISORY, LLC MSFT ($503.02) 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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