Principle Wealth Partners LLC MSFT Holdings History
Principle Wealth Partners LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Principle Wealth Partners LLC held 108,862.00 shares of Microsoft Corp(MSFT), totaling $40.87 Mil. This investment constitutes 2.92% of their stock portfolio, and Principle Wealth Partners LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2018Q4. And since then Principle Wealth Partners LLC has made 16 purchases of MSFT, at an average price of $199.14, for a total of 121,540.00 shares. In addition, there have been 9 sales at an average price of $258.24 for 12,678.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Principle Wealth Partners LLC's estimated gain on his MSFT holdings is $34.60 Mil, reflecting a 142.93% gain to date.
Principle Wealth Partners LLC MSFT ($510.05) Holding Chart
Principle Wealth Partners LLC MSFT ($510.05) 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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