KCS Wealth Advisory MSFT Holdings History
KCS Wealth Advisory's Microsoft Corp Holding Summary
As of 2023-09-30, KCS Wealth Advisory held 14,416.00 shares of Microsoft Corp(MSFT), totaling $4.55 Mil. This investment constitutes 1.95% of their stock portfolio, and KCS Wealth Advisory now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2018Q3. And since then KCS Wealth Advisory has made 16 purchases of MSFT, at an average price of $198.75, for a total of 21,985.00 shares. In addition, there have been 4 sales at an average price of $270.16 for 7,569.00 shares. Based on historical transaction data and MSFT's current price of $497.72, KCS Wealth Advisory's estimated gain on his MSFT holdings is $4.85 Mil, reflecting a 111.01% gain to date.
KCS Wealth Advisory MSFT ($497.72) Holding Chart
KCS Wealth Advisory MSFT ($497.72) 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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