Venturi Wealth Management, LLC MSFT Holdings History
Venturi Wealth Management, LLC's Microsoft Corp Holding Summary
As of 2025-06-30, Venturi Wealth Management, LLC held 108,158.00 shares of Microsoft Corp(MSFT), totaling $53.80 Mil. This investment constitutes 2.66% of their stock portfolio, and Venturi Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2018Q2. And since then Venturi Wealth Management, LLC has made 20 purchases of MSFT, at an average price of $196.34, for a total of 150,919.00 shares. In addition, there have been 9 sales at an average price of $177.27 for 42,761.00 shares. Based on historical transaction data and MSFT's current price of $510.88, Venturi Wealth Management, LLC's estimated gain on his MSFT holdings is $33.20 Mil, reflecting a 112.06% gain to date.
Venturi Wealth Management, LLC MSFT ($510.88) Holding Chart
Venturi Wealth Management, LLC MSFT ($510.88) 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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