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 %

Top Ranked Articles

  • 1