Number of Shares
11,459.00
Current Holdings Value*
$5.03 Mil
% of Portfolio
3.4%
Total Estimate Gain
$1.98 Mil
% of Total Estimate Gain
47.49%

BlackDiamond Wealth Management, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, BlackDiamond Wealth Management, LLC held 11,459.00 shares of Microsoft Corp(MSFT), totaling $5.03 Mil. This investment constitutes 3.4% of their stock portfolio, and BlackDiamond Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2021Q4. And since then BlackDiamond Wealth Management, LLC has made 12 purchases of MSFT, at an average price of $341.75, for a total of 12,175.00 shares. In addition, there have been 1 sales at an average price of $407.71 for 716.00 shares. Based on historical transaction data and MSFT's current price of $510.06, BlackDiamond Wealth Management, LLC's estimated gain on his MSFT holdings is $1.98 Mil, reflecting a 47.49% gain to date.

BlackDiamond Wealth Management, LLC MSFT ($510.06) Holding Chart

BlackDiamond Wealth Management, LLC MSFT ($510.06) 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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