Phillips Wealth Planners LLC MSFT Holdings History
Phillips Wealth Planners LLC's Microsoft Corp Holding Summary
As of 2025-06-30, Phillips Wealth Planners LLC held 6,493.00 shares of Microsoft Corp(MSFT), totaling $3.22 Mil. This investment constitutes 2.92% of their stock portfolio, and Phillips Wealth Planners LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2022Q4. And since then Phillips Wealth Planners LLC has made 4 purchases of MSFT, at an average price of $252.20, for a total of 7,824.00 shares. In addition, there have been 6 sales at an average price of $346.21 for 1,331.00 shares. Based on historical transaction data and MSFT's current price of $505.87, Phillips Wealth Planners LLC's estimated gain on his MSFT holdings is $1.77 Mil, reflecting a 89.82% gain to date.
Phillips Wealth Planners LLC MSFT ($505.87) Holding Chart
Phillips Wealth Planners 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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