Kovitz Investment Group Partners, LLC MSFT Holdings History
Kovitz Investment Group Partners, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Kovitz Investment Group Partners, LLC held 4,600.00 shares of Microsoft Corp(MSFT), totaling $1.03 Mil. This investment constitutes 0.01% of their stock portfolio, and Kovitz Investment Group Partners, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2018Q2. And since then Kovitz Investment Group Partners, LLC has made 14 purchases of MSFT, at an average price of $366.81, for a total of 1.60 Mil shares. In addition, there have been 14 sales at an average price of $260.17 for 148,428.00 shares. Based on historical transaction data and MSFT's current price of $510.88, Kovitz Investment Group Partners, LLC's estimated gain on his MSFT holdings is $192.90 Mil, reflecting a 32.93% gain to date.
Kovitz Investment Group Partners, LLC MSFT ($510.88) Holding Chart
Kovitz Investment Group Partners, LLC MSFT ($510.88) 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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