Heritage Way Advisors, LLC MSFT Holdings History
Heritage Way Advisors, LLC's Microsoft Corp Holding Summary
As of 2021-12-31, Heritage Way Advisors, LLC held 21,333.00 shares of Microsoft Corp(MSFT), totaling $7.17 Mil. This investment constitutes 2.69% of their stock portfolio, and Heritage Way Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2018Q2. And since then Heritage Way Advisors, LLC has made 2 purchases of MSFT, at an average price of $96.93, for a total of 35,775.00 shares. In addition, there have been 13 sales at an average price of $203.02 for 14,442.00 shares. Based on historical transaction data and MSFT's current price of $510.88, Heritage Way Advisors, LLC's estimated gain on his MSFT holdings is $10.36 Mil, reflecting a 298.83% gain to date.
Heritage Way Advisors, LLC MSFT ($510.88) Holding Chart
Heritage Way Advisors, LLC MSFT ($510.88) 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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