Evolution Wealth Advisors, LLC MSFT Holdings History
Evolution Wealth Advisors, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Evolution Wealth Advisors, LLC held 18,027.00 shares of Microsoft Corp(MSFT), totaling $6.77 Mil. This investment constitutes 1.13% of their stock portfolio, and Evolution Wealth Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2018Q4. And since then Evolution Wealth Advisors, LLC has made 16 purchases of MSFT, at an average price of $263.44, for a total of 29,095.00 shares. In addition, there have been 7 sales at an average price of $261.26 for 11,068.00 shares. Based on historical transaction data and MSFT's current price of $511.70, Evolution Wealth Advisors, LLC's estimated gain on his MSFT holdings is $4.45 Mil, reflecting a 58.07% gain to date.
Evolution Wealth Advisors, LLC MSFT ($511.70) Holding Chart
Evolution Wealth Advisors, LLC 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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