WCG Wealth Advisors LLC MSFT Holdings History
WCG Wealth Advisors LLC's Microsoft Corp Holding Summary
As of 2025-03-31, WCG Wealth Advisors LLC held 69,495.00 shares of Microsoft Corp(MSFT), totaling $26.09 Mil. This investment constitutes 2% of their stock portfolio, and WCG Wealth Advisors LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2022Q2. And since then WCG Wealth Advisors LLC has made 6 purchases of MSFT, at an average price of $290.92, for a total of 224,711.00 shares. In addition, there have been 5 sales at an average price of $295.28 for 155,216.00 shares. Based on historical transaction data and MSFT's current price of $510.05, WCG Wealth Advisors LLC's estimated gain on his MSFT holdings is $15.91 Mil, reflecting a 24.33% gain to date.
WCG Wealth Advisors LLC MSFT ($510.05) Holding Chart
WCG 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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