Number of Shares
31,068.00
Current Holdings Value*
$11.66 Mil
% of Portfolio
2.12%
Total Estimate Gain
$5.29 Mil
% of Total Estimate Gain
35.61%

Buck Wealth Strategies, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Buck Wealth Strategies, LLC held 31,068.00 shares of Microsoft Corp(MSFT), totaling $11.66 Mil. This investment constitutes 2.12% of their stock portfolio, and Buck Wealth Strategies, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2022Q3. And since then Buck Wealth Strategies, LLC has made 6 purchases of MSFT, at an average price of $345.26, for a total of 42,989.00 shares. In addition, there have been 3 sales at an average price of $391.99 for 11,921.00 shares. Based on historical transaction data and MSFT's current price of $497.45, Buck Wealth Strategies, LLC's estimated gain on his MSFT holdings is $5.29 Mil, reflecting a 35.61% gain to date.

Buck Wealth Strategies, LLC MSFT ($497.45) Holding Chart

Buck Wealth Strategies, 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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