Institute For Wealth Management, LLC. MSFT Holdings History
Institute for Wealth Management, LLC.'s Microsoft Corp Holding Summary
As of 2025-06-30, Institute for Wealth Management, LLC. held 48,821.00 shares of Microsoft Corp(MSFT), totaling $24.28 Mil. This investment constitutes 2.71% of their stock portfolio, and Institute for Wealth Management, LLC. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2013Q4. And since then Institute for Wealth Management, LLC. has made 13 purchases of MSFT, at an average price of $103.28, for a total of 168,212.00 shares. In addition, there have been 19 sales at an average price of $136.95 for 119,391.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Institute for Wealth Management, LLC.'s estimated gain on his MSFT holdings is $23.88 Mil, reflecting a 137.45% gain to date.
Institute for Wealth Management, LLC. MSFT ($510.05) Holding Chart
Institute for Wealth Management, LLC. MSFT ($510.05) 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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