Phoenix Wealth Advisors MSFT Holdings History
Phoenix Wealth Advisors's Microsoft Corp Holding Summary
As of 2025-03-31, Phoenix Wealth Advisors held 19,860.00 shares of Microsoft Corp(MSFT), totaling $7.46 Mil. This investment constitutes 3.25% of their stock portfolio, and Phoenix Wealth Advisors now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2020Q4. And since then Phoenix Wealth Advisors has made 10 purchases of MSFT, at an average price of $248.96, for a total of 27,379.00 shares. In addition, there have been 7 sales at an average price of $323.57 for 7,519.00 shares. Based on historical transaction data and MSFT's current price of $497.39, Phoenix Wealth Advisors's estimated gain on his MSFT holdings is $5.49 Mil, reflecting a 80.62% gain to date.
Phoenix Wealth Advisors MSFT ($497.39) Holding Chart
Phoenix Wealth Advisors 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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