Number of Shares
344,667.00
Current Holdings Value*
$129.38 Mil
% of Portfolio
2.16%
Total Estimate Gain
$75.55 Mil
% of Total Estimate Gain
64.70%

KESTRA PRIVATE WEALTH SERVICES, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, KESTRA PRIVATE WEALTH SERVICES, LLC held 344,667.00 shares of Microsoft Corp(MSFT), totaling $129.38 Mil. This investment constitutes 2.16% of their stock portfolio, and KESTRA PRIVATE WEALTH SERVICES, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2020Q3. And since then KESTRA PRIVATE WEALTH SERVICES, LLC has made 16 purchases of MSFT, at an average price of $299.83, for a total of 389,459.00 shares. In addition, there have been 2 sales at an average price of $403.05 for 44,792.00 shares. Based on historical transaction data and MSFT's current price of $505.62, KESTRA PRIVATE WEALTH SERVICES, LLC's estimated gain on his MSFT holdings is $75.55 Mil, reflecting a 64.70% gain to date.

KESTRA PRIVATE WEALTH SERVICES, LLC MSFT ($505.62) Holding Chart

KESTRA PRIVATE WEALTH SERVICES, LLC MSFT ($505.62) 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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