Accurate Wealth Management, LLC MSFT Holdings History
Accurate Wealth Management, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Accurate Wealth Management, LLC held 25,554.00 shares of Microsoft Corp(MSFT), totaling $9.92 Mil. This investment constitutes 1.89% of their stock portfolio, and Accurate Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2021Q2. And since then Accurate Wealth Management, LLC has made 9 purchases of MSFT, at an average price of $309.53, for a total of 34,696.00 shares. In addition, there have been 6 sales at an average price of $281.32 for 9,142.00 shares. Based on historical transaction data and MSFT's current price of $497.45, Accurate Wealth Management, LLC's estimated gain on his MSFT holdings is $4.54 Mil, reflecting a 42.31% gain to date.
Accurate Wealth Management, LLC MSFT ($497.45) Holding Chart
Accurate Wealth Management, LLC MSFT ($497.45) 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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