Intercontinental Wealth Advisors, LLC MSFT Holdings History
Intercontinental Wealth Advisors, LLC's Microsoft Corp Holding Summary
As of 2023-06-30, Intercontinental Wealth Advisors, LLC held 9,060.00 shares of Microsoft Corp(MSFT), totaling $3.09 Mil. This investment constitutes 0.74% of their stock portfolio, and Intercontinental Wealth Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2018Q2. And since then Intercontinental Wealth Advisors, LLC has made 11 purchases of MSFT, at an average price of $170.81, for a total of 20,247.00 shares. In addition, there have been 10 sales at an average price of $211.00 for 11,187.00 shares. Based on historical transaction data and MSFT's current price of $497.45, Intercontinental Wealth Advisors, LLC's estimated gain on his MSFT holdings is $3.41 Mil, reflecting a 98.57% gain to date.
Intercontinental Wealth Advisors, LLC MSFT ($497.45) Holding Chart
Intercontinental Wealth Advisors, LLC MSFT ($497.45) 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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