9258 Wealth Management, LLC MSFT Holdings History
9258 Wealth Management, LLC's Microsoft Corp Holding Summary
As of 2024-09-30, 9258 Wealth Management, LLC held 45,630.00 shares of Microsoft Corp(MSFT), totaling $19.63 Mil. This investment constitutes 2.92% of their stock portfolio, and 9258 Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2018Q4. And since then 9258 Wealth Management, LLC has made 13 purchases of MSFT, at an average price of $149.54, for a total of 54,560.00 shares. In addition, there have been 10 sales at an average price of $199.17 for 8,930.00 shares. Based on historical transaction data and MSFT's current price of $498.84, 9258 Wealth Management, LLC's estimated gain on his MSFT holdings is $16.38 Mil, reflecting a 200.77% gain to date.
9258 Wealth Management, LLC MSFT ($498.84) Holding Chart
9258 Wealth Management, LLC MSFT ($498.84) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
