Trivant Custom Portfolio Group, LLC MSFT Holdings History
Trivant Custom Portfolio Group, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Trivant Custom Portfolio Group, LLC held 19,796.00 shares of Microsoft Corp(MSFT), totaling $7.43 Mil. This investment constitutes 4.41% of their stock portfolio, and Trivant Custom Portfolio Group, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2023Q1. And since then Trivant Custom Portfolio Group, LLC has made 6 purchases of MSFT, at an average price of $261.02, for a total of 20,729.00 shares. In addition, there have been 2 sales at an average price of $406.52 for 933.00 shares. Based on historical transaction data and MSFT's current price of $497.72, Trivant Custom Portfolio Group, LLC's estimated gain on his MSFT holdings is $4.82 Mil, reflecting a 89.11% gain to date.
Trivant Custom Portfolio Group, LLC MSFT ($497.72) Holding Chart
Trivant Custom Portfolio Group, LLC MSFT ($497.72) 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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