Number of Shares
27,012.00
Current Holdings Value*
$10.14 Mil
% of Portfolio
4.25%
Total Estimate Gain
$2.71 Mil
% of Total Estimate Gain
23.02%

VCI Wealth Management LLC's Microsoft Corp Holding Summary

As of 2025-03-31, VCI Wealth Management LLC held 27,012.00 shares of Microsoft Corp(MSFT), totaling $10.14 Mil. This investment constitutes 4.25% of their stock portfolio, and VCI Wealth Management LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2023Q4. And since then VCI Wealth Management LLC has made 3 purchases of MSFT, at an average price of $410.40, for a total of 28,672.00 shares. In addition, there have been 2 sales at an average price of $414.46 for 1,660.00 shares. Based on historical transaction data and MSFT's current price of $510.41, VCI Wealth Management LLC's estimated gain on his MSFT holdings is $2.71 Mil, reflecting a 23.02% gain to date.

VCI Wealth Management LLC MSFT ($510.41) Holding Chart

VCI Wealth Management LLC MSFT ($510.41) 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 %

Top Ranked Articles

  • 1