Catalyst Wealth Management, LLC MSFT Holdings History
Number of Shares
10,229.00
Current Holdings Value*
$2.95 Mil
% of Portfolio
2.76%
Total Estimate Gain
$2.76 Mil
% of Total Estimate Gain
112.27%
Catalyst Wealth Management, LLC's Microsoft Corp Holding Summary
As of 2023-03-31, Catalyst Wealth Management, LLC held 10,229.00 shares of Microsoft Corp(MSFT), totaling $2.95 Mil. This investment constitutes 2.76% of their stock portfolio, and Catalyst Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2022Q4. And since then Catalyst Wealth Management, LLC has made 1 purchases of MSFT, at an average price of $240.28, for a total of 10,229.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Catalyst Wealth Management, LLC's estimated gain on his MSFT holdings is $2.76 Mil, reflecting a 112.27% gain to date.
Catalyst Wealth Management, LLC MSFT ($510.05) Holding Chart
Catalyst Wealth Management, 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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