Segment Wealth Management, LLC MSFT Holdings History
Segment Wealth Management, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Segment Wealth Management, LLC held 71,322.00 shares of Microsoft Corp(MSFT), totaling $26.77 Mil. This investment constitutes 1.81% of their stock portfolio, and Segment Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2014Q3. And since then Segment Wealth Management, LLC has made 21 purchases of MSFT, at an average price of $136.55, for a total of 93,031.00 shares. In addition, there have been 11 sales at an average price of $171.66 for 21,709.00 shares. Based on historical transaction data and MSFT's current price of $512.91, Segment Wealth Management, LLC's estimated gain on his MSFT holdings is $27.61 Mil, reflecting a 217.31% gain to date.
Segment Wealth Management, LLC MSFT ($512.91) Holding Chart
Segment Wealth Management, LLC MSFT ($512.91) 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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