Naviter Wealth, LLC MSFT Holdings History
Naviter Wealth, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Naviter Wealth, LLC held 55,210.00 shares of Microsoft Corp(MSFT), totaling $20.91 Mil. This investment constitutes 2.53% of their stock portfolio, and Naviter Wealth, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2021Q4. And since then Naviter Wealth, LLC has made 10 purchases of MSFT, at an average price of $346.51, for a total of 64,088.00 shares. In addition, there have been 3 sales at an average price of $281.05 for 8,878.00 shares. Based on historical transaction data and MSFT's current price of $497.39, Naviter Wealth, LLC's estimated gain on his MSFT holdings is $7.75 Mil, reflecting a 34.89% gain to date.
Naviter Wealth, LLC MSFT ($497.39) Holding Chart
Naviter Wealth, LLC MSFT ($497.39) 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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