Evergreen Private Wealth LLC MSFT Holdings History
Evergreen Private Wealth LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Evergreen Private Wealth LLC held 15,579.00 shares of Microsoft Corp(MSFT), totaling $5.85 Mil. This investment constitutes 2.73% of their stock portfolio, and Evergreen Private Wealth LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2023Q4. And since then Evergreen Private Wealth LLC has made 4 purchases of MSFT, at an average price of $359.44, for a total of 16,319.00 shares. In addition, there have been 1 sales at an average price of $404.82 for 740.00 shares. Based on historical transaction data and MSFT's current price of $497.45, Evergreen Private Wealth LLC's estimated gain on his MSFT holdings is $2.18 Mil, reflecting a 37.23% gain to date.
Evergreen Private Wealth LLC MSFT ($497.45) Holding Chart
Evergreen Private Wealth LLC MSFT ($497.45) 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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