PALO ALTO WEALTH ADVISORS, LLC MSFT Holdings History
PALO ALTO WEALTH ADVISORS, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, PALO ALTO WEALTH ADVISORS, LLC held 15,972.00 shares of Microsoft Corp(MSFT), totaling $7.17 Mil. This investment constitutes 2.8% of their stock portfolio, and PALO ALTO WEALTH ADVISORS, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2022Q4. And since then PALO ALTO WEALTH ADVISORS, LLC has made 3 purchases of MSFT, at an average price of $241.30, for a total of 29,127.00 shares. In addition, there have been 6 sales at an average price of $409.92 for 13,155.00 shares. Based on historical transaction data and MSFT's current price of $503.32, PALO ALTO WEALTH ADVISORS, LLC's estimated gain on his MSFT holdings is $6.40 Mil, reflecting a 91.10% gain to date.
PALO ALTO WEALTH ADVISORS, LLC MSFT ($503.32) Holding Chart
PALO ALTO WEALTH ADVISORS, LLC MSFT ($503.32) 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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