AllSquare Wealth Management LLC MSFT Holdings History
AllSquare Wealth Management LLC's Microsoft Corp Holding Summary
As of 2025-03-31, AllSquare Wealth Management LLC held 6,864.00 shares of Microsoft Corp(MSFT), totaling $2.58 Mil. This investment constitutes 1.53% of their stock portfolio, and AllSquare Wealth Management LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2014Q4. And since then AllSquare Wealth Management LLC has made 16 purchases of MSFT, at an average price of $115.89, for a total of 9,562.00 shares. In addition, there have been 11 sales at an average price of $167.93 for 2,698.00 shares. Based on historical transaction data and MSFT's current price of $509.30, AllSquare Wealth Management LLC's estimated gain on his MSFT holdings is $2.84 Mil, reflecting a 256.36% gain to date.
AllSquare Wealth Management LLC MSFT ($509.30) Holding Chart
AllSquare Wealth Management LLC MSFT ($509.30) 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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