ENCOMPASS WEALTH ADVISORS, LLC MSFT Holdings History
ENCOMPASS WEALTH ADVISORS, LLC's Microsoft Corp Holding Summary
As of 2025-06-30, ENCOMPASS WEALTH ADVISORS, LLC held 18,404.00 shares of Microsoft Corp(MSFT), totaling $9.15 Mil. This investment constitutes 3.36% of their stock portfolio, and ENCOMPASS WEALTH ADVISORS, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2020Q4. And since then ENCOMPASS WEALTH ADVISORS, LLC has made 6 purchases of MSFT, at an average price of $220.46, for a total of 37,596.00 shares. In addition, there have been 12 sales at an average price of $316.16 for 19,192.00 shares. Based on historical transaction data and MSFT's current price of $510.05, ENCOMPASS WEALTH ADVISORS, LLC's estimated gain on his MSFT holdings is $7.17 Mil, reflecting a 86.46% gain to date.
ENCOMPASS WEALTH ADVISORS, LLC MSFT ($510.05) Holding Chart
ENCOMPASS WEALTH ADVISORS, 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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