IFP Advisors, Inc MSFT Holdings History

Number of Shares
103,663.00
Current Holdings Value*
$38.93 Mil
% of Portfolio
1.2%
Total Estimate Gain
$25.50 Mil
% of Total Estimate Gain
21.41%

IFP Advisors, Inc's Microsoft Corp Holding Summary

As of 2025-03-31, IFP Advisors, Inc held 103,663.00 shares of Microsoft Corp(MSFT), totaling $38.93 Mil. This investment constitutes 1.2% of their stock portfolio, and IFP Advisors, Inc now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q2. And since then IFP Advisors, Inc has made 15 purchases of MSFT, at an average price of $229.70, for a total of 518,431.00 shares. In addition, there have been 9 sales at an average price of $224.82 for 414,768.00 shares. Based on historical transaction data and MSFT's current price of $495.23, IFP Advisors, Inc's estimated gain on his MSFT holdings is $25.50 Mil, reflecting a 21.41% gain to date.

IFP Advisors, Inc MSFT ($495.23) Holding Chart

IFP Advisors, Inc MSFT ($495.23) 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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