SVA Plumb Wealth Management, LLC MSFT Holdings History
SVA Plumb Wealth Management, LLC's Microsoft Corp Holding Summary
As of 2020-12-31, SVA Plumb Wealth Management, LLC held 131,375.00 shares of Microsoft Corp(MSFT), totaling $29.22 Mil. This investment constitutes 2.71% of their stock portfolio, and SVA Plumb Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2014Q1. And since then SVA Plumb Wealth Management, LLC has made 12 purchases of MSFT, at an average price of $58.55, for a total of 165,173.00 shares. In addition, there have been 7 sales at an average price of $146.29 for 33,798.00 shares. Based on historical transaction data and MSFT's current price of $503.32, SVA Plumb Wealth Management, LLC's estimated gain on his MSFT holdings is $61.40 Mil, reflecting a 634.87% gain to date.
SVA Plumb Wealth Management, LLC MSFT ($503.32) Holding Chart
SVA Plumb Wealth Management, 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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