U.S. Capital Wealth Advisors, LLC MSFT Holdings History
U.S. Capital Wealth Advisors, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, U.S. Capital Wealth Advisors, LLC held 132,228.00 shares of Microsoft Corp(MSFT), totaling $49.64 Mil. This investment constitutes 1.52% of their stock portfolio, and U.S. Capital Wealth Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2021Q3. And since then U.S. Capital Wealth Advisors, LLC has made 7 purchases of MSFT, at an average price of $306.08, for a total of 165,799.00 shares. In addition, there have been 7 sales at an average price of $350.35 for 33,571.00 shares. Based on historical transaction data and MSFT's current price of $498.11, U.S. Capital Wealth Advisors, LLC's estimated gain on his MSFT holdings is $26.88 Mil, reflecting a 52.96% gain to date.
U.S. Capital Wealth Advisors, LLC MSFT ($498.11) Holding Chart
U.S. Capital Wealth Advisors, LLC MSFT ($498.11) 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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