Berry Wealth Group, LP MSFT Holdings History
Berry Wealth Group, LP's Microsoft Corp Holding Summary
As of 2025-03-31, Berry Wealth Group, LP held 18,335.00 shares of Microsoft Corp(MSFT), totaling $6.88 Mil. This investment constitutes 5.38% of their stock portfolio, and Berry Wealth Group, LP now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2023Q4. And since then Berry Wealth Group, LP has made 2 purchases of MSFT, at an average price of $360.45, for a total of 19,531.00 shares. In addition, there have been 3 sales at an average price of $425.12 for 1,196.00 shares. Based on historical transaction data and MSFT's current price of $512.85, Berry Wealth Group, LP's estimated gain on his MSFT holdings is $2.87 Mil, reflecting a 40.79% gain to date.
Berry Wealth Group, LP MSFT ($512.85) Holding Chart
Berry Wealth Group, LP MSFT ($512.85) 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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