NORTHCAPE WEALTH MANAGEMENT, LLC MSFT Holdings History
NORTHCAPE WEALTH MANAGEMENT, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, NORTHCAPE WEALTH MANAGEMENT, LLC held 17,828.00 shares of Microsoft Corp(MSFT), totaling $6.69 Mil. This investment constitutes 2.16% of their stock portfolio, and NORTHCAPE WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2021Q4. And since then NORTHCAPE WEALTH MANAGEMENT, LLC has made 4 purchases of MSFT, at an average price of $296.94, for a total of 37,174.00 shares. In addition, there have been 9 sales at an average price of $274.34 for 19,346.00 shares. Based on historical transaction data and MSFT's current price of $497.45, NORTHCAPE WEALTH MANAGEMENT, LLC's estimated gain on his MSFT holdings is $3.14 Mil, reflecting a 28.42% gain to date.
NORTHCAPE WEALTH MANAGEMENT, LLC MSFT ($497.45) Holding Chart
NORTHCAPE WEALTH MANAGEMENT, LLC MSFT ($497.45) 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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