Number of Shares
69,306.00
Current Holdings Value*
$34.90 Mil
% of Portfolio
2.37%
Total Estimate Gain
$15.90 Mil
% of Total Estimate Gain
73.74%

Foster Victor Wealth Advisors, LLC's Microsoft Corp Holding Summary

As of 2025-06-30, Foster Victor Wealth Advisors, LLC held 69,306.00 shares of Microsoft Corp(MSFT), totaling $34.90 Mil. This investment constitutes 2.37% of their stock portfolio, and Foster Victor Wealth Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q4. And since then Foster Victor Wealth Advisors, LLC has made 21 purchases of MSFT, at an average price of $286.28, for a total of 75,326.00 shares. In addition, there have been 5 sales at an average price of $332.76 for 6,020.00 shares. Based on historical transaction data and MSFT's current price of $511.70, Foster Victor Wealth Advisors, LLC's estimated gain on his MSFT holdings is $15.90 Mil, reflecting a 73.74% gain to date.

Foster Victor Wealth Advisors, LLC MSFT ($511.70) Holding Chart

Foster Victor 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 %

Top Ranked Articles

  • 1