Accretive Wealth Partners, LLC MSFT Holdings History
Accretive Wealth Partners, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Accretive Wealth Partners, LLC held 16,032.00 shares of Microsoft Corp(MSFT), totaling $6.95 Mil. This investment constitutes 2.45% of their stock portfolio, and Accretive Wealth Partners, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2020Q4. And since then Accretive Wealth Partners, LLC has made 14 purchases of MSFT, at an average price of $291.18, for a total of 18,691.00 shares. In addition, there have been 3 sales at an average price of $427.27 for 2,659.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Accretive Wealth Partners, LLC's estimated gain on his MSFT holdings is $3.87 Mil, reflecting a 71.12% gain to date.
Accretive Wealth Partners, LLC MSFT ($510.05) Holding Chart
Accretive Wealth Partners, LLC MSFT ($510.05) 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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