Number of Shares
4,731.00
Current Holdings Value*
$2.35 Mil
% of Portfolio
0.67%
Total Estimate Gain
$1.87 Mil
% of Total Estimate Gain
54.44%

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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