Sound View Wealth Advisors Group, LLC MSFT Holdings History
Sound View Wealth Advisors Group, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Sound View Wealth Advisors Group, LLC held 91,747.00 shares of Microsoft Corp(MSFT), totaling $34.44 Mil. This investment constitutes 2.83% of their stock portfolio, and Sound View Wealth Advisors Group, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2019Q2. And since then Sound View Wealth Advisors Group, LLC has made 14 purchases of MSFT, at an average price of $213.11, for a total of 108,951.00 shares. In addition, there have been 9 sales at an average price of $314.22 for 17,204.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Sound View Wealth Advisors Group, LLC's estimated gain on his MSFT holdings is $28.98 Mil, reflecting a 124.82% gain to date.
Sound View Wealth Advisors Group, LLC MSFT ($510.05) Holding Chart
Sound View Wealth Advisors Group, 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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