Davies Financial Advisors, Inc. MSFT Holdings History
Davies Financial Advisors, Inc.'s Microsoft Corp Holding Summary
As of 2025-03-31, Davies Financial Advisors, Inc. held 12,764.00 shares of Microsoft Corp(MSFT), totaling $4.79 Mil. This investment constitutes 4.08% of their stock portfolio, and Davies Financial Advisors, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2024Q1. And since then Davies Financial Advisors, Inc. has made 1 purchases of MSFT, at an average price of $405.42, for a total of 13,699.00 shares. In addition, there have been 3 sales at an average price of $424.56 for 935.00 shares. Based on historical transaction data and MSFT's current price of $511.70, Davies Financial Advisors, Inc.'s estimated gain on his MSFT holdings is $1.37 Mil, reflecting a 24.75% gain to date.
Davies Financial Advisors, Inc. MSFT ($511.70) Holding Chart
Davies Financial Advisors, Inc. MSFT ($511.70) 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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