Icon Wealth Advisors, LLC MSFT Holdings History
Icon Wealth Advisors, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Icon Wealth Advisors, LLC held 82,641.00 shares of Microsoft Corp(MSFT), totaling $31.02 Mil. This investment constitutes 2.55% of their stock portfolio, and Icon Wealth Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2022Q3. And since then Icon Wealth Advisors, LLC has made 5 purchases of MSFT, at an average price of $295.33, for a total of 104,982.00 shares. In addition, there have been 2 sales at an average price of $366.59 for 22,341.00 shares. Based on historical transaction data and MSFT's current price of $505.87, Icon Wealth Advisors, LLC's estimated gain on his MSFT holdings is $18.99 Mil, reflecting a 61.25% gain to date.
Icon Wealth Advisors, LLC MSFT ($505.87) Holding Chart
Icon Wealth Advisors, LLC MSFT ($505.87) 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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