Wellington Shields & Co., LLC MSFT Holdings History
Wellington Shields & Co., LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Wellington Shields & Co., LLC held 68,741.00 shares of Microsoft Corp(MSFT), totaling $25.80 Mil. This investment constitutes 8.08% of their stock portfolio, and Wellington Shields & Co., LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2014Q1. And since then Wellington Shields & Co., LLC has made 20 purchases of MSFT, at an average price of $109.69, for a total of 170,688.00 shares. In addition, there have been 16 sales at an average price of $180.42 for 101,947.00 shares. Based on historical transaction data and MSFT's current price of $505.27, Wellington Shields & Co., LLC's estimated gain on his MSFT holdings is $34.40 Mil, reflecting a 183.75% gain to date.
Wellington Shields & Co., LLC MSFT ($505.27) Holding Chart
Wellington Shields & Co., LLC MSFT ($505.27) 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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