Delos Wealth Advisors, LLC MSFT Holdings History
Delos Wealth Advisors, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Delos Wealth Advisors, LLC held 13,959.00 shares of Microsoft Corp(MSFT), totaling $5.24 Mil. This investment constitutes 4.15% of their stock portfolio, and Delos Wealth Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2021Q2. And since then Delos Wealth Advisors, LLC has made 8 purchases of MSFT, at an average price of $354.12, for a total of 18,272.00 shares. In addition, there have been 7 sales at an average price of $274.47 for 4,313.00 shares. Based on historical transaction data and MSFT's current price of $490.68, Delos Wealth Advisors, LLC's estimated gain on his MSFT holdings is $1.56 Mil, reflecting a 24.15% gain to date.
Delos Wealth Advisors, LLC MSFT ($490.68) Holding Chart
Delos Wealth Advisors, LLC MSFT ($490.68) 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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