Number of Shares
71,452.00
Current Holdings Value*
$26.82 Mil
% of Portfolio
4.63%
Total Estimate Gain
$34.60 Mil
% of Total Estimate Gain
186.41%

Nelson Capital Management, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Nelson Capital Management, LLC held 71,452.00 shares of Microsoft Corp(MSFT), totaling $26.82 Mil. This investment constitutes 4.63% of their stock portfolio, and Nelson Capital Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2014Q1. And since then Nelson Capital Management, LLC has made 17 purchases of MSFT, at an average price of $137.37, for a total of 135,109.00 shares. In addition, there have been 17 sales at an average price of $261.96 for 63,657.00 shares. Based on historical transaction data and MSFT's current price of $510.58, Nelson Capital Management, LLC's estimated gain on his MSFT holdings is $34.60 Mil, reflecting a 186.41% gain to date.

Nelson Capital Management, LLC MSFT ($510.58) Holding Chart

Nelson Capital Management, LLC MSFT ($510.58) 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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