Private Wealth Partners, LLC MSFT Holdings History
Private Wealth Partners, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Private Wealth Partners, LLC held 213,930.00 shares of Microsoft Corp(MSFT), totaling $80.31 Mil. This investment constitutes 6.65% of their stock portfolio, and Private Wealth Partners, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2013Q4. And since then Private Wealth Partners, LLC has made 13 purchases of MSFT, at an average price of $56.63, for a total of 705,308.00 shares. In addition, there have been 24 sales at an average price of $122.63 for 491,378.00 shares. Based on historical transaction data and MSFT's current price of $505.87, Private Wealth Partners, LLC's estimated gain on his MSFT holdings is $128.53 Mil, reflecting a 321.81% gain to date.
Private Wealth Partners, LLC MSFT ($505.87) Holding Chart
Private Wealth Partners, 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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