Number of Shares
71,665.00
Current Holdings Value*
$35.65 Mil
% of Portfolio
4.71%
Total Estimate Gain
$34.28 Mil
% of Total Estimate Gain
183.77%

Nelson Capital Management, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Nelson Capital Management, LLC held 71,665.00 shares of Microsoft Corp(MSFT), totaling $35.65 Mil. This investment constitutes 4.71% 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 18 purchases of MSFT, at an average price of $137.84, for a total of 135,322.00 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 $505.87, Nelson Capital Management, LLC's estimated gain on his MSFT holdings is $34.28 Mil, reflecting a 183.77% gain to date.

Nelson Capital Management, LLC MSFT ($505.87) Holding Chart

Nelson Capital Management, LLC MSFT ($505.87) 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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