MCCARTER PRIVATE WEALTH SERVICES LLC MSFT Holdings History
MCCARTER PRIVATE WEALTH SERVICES LLC's Microsoft Corp Holding Summary
As of 2025-03-31, MCCARTER PRIVATE WEALTH SERVICES LLC held 22,253.00 shares of Microsoft Corp(MSFT), totaling $8.35 Mil. This investment constitutes 5.47% of their stock portfolio, and MCCARTER PRIVATE WEALTH SERVICES LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2024Q3. And since then MCCARTER PRIVATE WEALTH SERVICES LLC has made 1 purchases of MSFT, at an average price of $427.41, for a total of 22,496.00 shares. In addition, there have been 1 sales at an average price of $407.71 for 243.00 shares. Based on historical transaction data and MSFT's current price of $510.05, MCCARTER PRIVATE WEALTH SERVICES LLC's estimated gain on his MSFT holdings is $1.83 Mil, reflecting a 19.08% gain to date.
MCCARTER PRIVATE WEALTH SERVICES LLC MSFT ($510.05) Holding Chart
MCCARTER PRIVATE WEALTH SERVICES 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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