Turtle Creek Wealth Advisors, LLC MSFT Holdings History
Turtle Creek Wealth Advisors, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Turtle Creek Wealth Advisors, LLC held 57,674.00 shares of Microsoft Corp(MSFT), totaling $21.65 Mil. This investment constitutes 3.23% of their stock portfolio, and Turtle Creek Wealth Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2023Q4. And since then Turtle Creek Wealth Advisors, LLC has made 5 purchases of MSFT, at an average price of $387.86, for a total of 57,674.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Turtle Creek Wealth Advisors, LLC's estimated gain on his MSFT holdings is $7.05 Mil, reflecting a 31.50% gain to date.
Turtle Creek Wealth Advisors, LLC MSFT ($510.05) Holding Chart
Turtle Creek Wealth Advisors, 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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