Number of Shares
5,409.00
Current Holdings Value*
$2.03 Mil
% of Portfolio
1.95%
Total Estimate Gain
$625,205.19
% of Total Estimate Gain
22.93%

International Private Wealth Advisors LLC's Microsoft Corp Holding Summary

As of 2025-03-31, International Private Wealth Advisors LLC held 5,409.00 shares of Microsoft Corp(MSFT), totaling $2.03 Mil. This investment constitutes 1.95% of their stock portfolio, and International Private Wealth Advisors LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2023Q4. And since then International Private Wealth Advisors LLC has made 3 purchases of MSFT, at an average price of $389.57, for a total of 6,999.00 shares. In addition, there have been 2 sales at an average price of $408.21 for 1,590.00 shares. Based on historical transaction data and MSFT's current price of $499.68, International Private Wealth Advisors LLC's estimated gain on his MSFT holdings is $625,205.19, reflecting a 22.93% gain to date.

International Private Wealth Advisors LLC MSFT ($499.68) Holding Chart

International Private Wealth Advisors LLC MSFT ($499.68) 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 %

Top Ranked Articles

  • 1