TLW Wealth Management, LLC MSFT Holdings History
TLW Wealth Management, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, TLW Wealth Management, LLC held 37,355.00 shares of Microsoft Corp(MSFT), totaling $14.02 Mil. This investment constitutes 8.42% of their stock portfolio, and TLW Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2019Q1. And since then TLW Wealth Management, LLC has made 9 purchases of MSFT, at an average price of $119.89, for a total of 96,436.00 shares. In addition, there have been 15 sales at an average price of $168.14 for 59,081.00 shares. Based on historical transaction data and MSFT's current price of $505.62, TLW Wealth Management, LLC's estimated gain on his MSFT holdings is $17.26 Mil, reflecting a 149.28% gain to date.
TLW Wealth Management, LLC MSFT ($505.62) Holding Chart
TLW Wealth Management, LLC MSFT ($505.62) 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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