Wescott Financial Advisory Group, LLC MSFT Holdings History
Wescott Financial Advisory Group, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Wescott Financial Advisory Group, LLC held 13,530.00 shares of Microsoft Corp(MSFT), totaling $5.08 Mil. This investment constitutes 0.53% of their stock portfolio, and Wescott Financial Advisory Group, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2020Q4. And since then Wescott Financial Advisory Group, LLC has made 11 purchases of MSFT, at an average price of $347.37, for a total of 16,340.00 shares. In addition, there have been 6 sales at an average price of $325.83 for 2,810.00 shares. Based on historical transaction data and MSFT's current price of $503.32, Wescott Financial Advisory Group, LLC's estimated gain on his MSFT holdings is $2.05 Mil, reflecting a 36.11% gain to date.
Wescott Financial Advisory Group, LLC MSFT ($503.32) Holding Chart
Wescott Financial Advisory Group, LLC MSFT ($503.32) 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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