Xcel Wealth Management, LLC MSFT Holdings History
Xcel Wealth Management, LLC's Microsoft Corp Holding Summary
As of 2025-06-30, Xcel Wealth Management, LLC held 4,731.00 shares of Microsoft Corp(MSFT), totaling $2.35 Mil. This investment constitutes 0.67% of their stock portfolio, and Xcel Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2018Q4. And since then Xcel Wealth Management, LLC has made 17 purchases of MSFT, at an average price of $223.46, for a total of 15,330.00 shares. In addition, there have been 9 sales at an average price of $273.36 for 10,599.00 shares. Based on historical transaction data and MSFT's current price of $505.87, Xcel Wealth Management, LLC's estimated gain on his MSFT holdings is $1.87 Mil, reflecting a 54.44% gain to date.
Xcel Wealth Management, LLC MSFT ($505.87) Holding Chart
Xcel Wealth Management, LLC MSFT ($505.87) 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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