LVW Advisors, LLC MSFT Holdings History
Number of Shares
34,228.00
Current Holdings Value*
$17.03 Mil
% of Portfolio
1.86%
Total Estimate Gain
$17.89 Mil
% of Total Estimate Gain
240.02%
LVW Advisors, LLC's Microsoft Corp Holding Summary
As of 2025-06-30, LVW Advisors, LLC held 34,228.00 shares of Microsoft Corp(MSFT), totaling $17.03 Mil. This investment constitutes 1.86% of their stock portfolio, and LVW Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2015Q1. And since then LVW Advisors, LLC has made 19 purchases of MSFT, at an average price of $85.26, for a total of 87,445.00 shares. In addition, there have been 13 sales at an average price of $148.28 for 53,217.00 shares. Based on historical transaction data and MSFT's current price of $510.05, LVW Advisors, LLC's estimated gain on his MSFT holdings is $17.89 Mil, reflecting a 240.02% gain to date.
LVW Advisors, LLC MSFT ($510.05) Holding Chart
LVW Advisors, LLC MSFT ($510.05) 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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