Integrated Wealth Concepts LLC MSFT Holdings History
Integrated Wealth Concepts LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Integrated Wealth Concepts LLC held 284,425.00 shares of Microsoft Corp(MSFT), totaling $106.77 Mil. This investment constitutes 1.25% of their stock portfolio, and Integrated Wealth Concepts LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2018Q2. And since then Integrated Wealth Concepts LLC has made 23 purchases of MSFT, at an average price of $250.72, for a total of 320,643.00 shares. In addition, there have been 5 sales at an average price of $281.55 for 36,218.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Integrated Wealth Concepts LLC's estimated gain on his MSFT holdings is $74.88 Mil, reflecting a 93.14% gain to date.
Integrated Wealth Concepts LLC MSFT ($510.05) Holding Chart
Integrated Wealth Concepts 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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