Number of Shares
14,255.00
Current Holdings Value*
$6.01 Mil
% of Portfolio
1.18%
Total Estimate Gain
$19.61 Mil
% of Total Estimate Gain
62.28%

CAROLINAS WEALTH CONSULTING LLC's Microsoft Corp Holding Summary

As of 2024-12-31, CAROLINAS WEALTH CONSULTING LLC held 14,255.00 shares of Microsoft Corp(MSFT), totaling $6.01 Mil. This investment constitutes 1.18% of their stock portfolio, and CAROLINAS WEALTH CONSULTING LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q4. And since then CAROLINAS WEALTH CONSULTING LLC has made 12 purchases of MSFT, at an average price of $250.73, for a total of 125,563.00 shares. In addition, there have been 8 sales at an average price of $393.68 for 111,308.00 shares. Based on historical transaction data and MSFT's current price of $510.05, CAROLINAS WEALTH CONSULTING LLC's estimated gain on his MSFT holdings is $19.61 Mil, reflecting a 62.28% gain to date.

CAROLINAS WEALTH CONSULTING LLC MSFT ($510.05) Holding Chart

CAROLINAS WEALTH CONSULTING LLC MSFT ($510.05) 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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