Charles Carroll Financial Partners, LLC MSFT Holdings History
Charles Carroll Financial Partners, LLC's Microsoft Corp Holding Summary
As of 2023-12-31, Charles Carroll Financial Partners, LLC held 17,910.00 shares of Microsoft Corp(MSFT), totaling $6.74 Mil. This investment constitutes 7.25% of their stock portfolio, and Charles Carroll Financial Partners, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2021Q4. And since then Charles Carroll Financial Partners, LLC has made 4 purchases of MSFT, at an average price of $324.89, for a total of 28,048.00 shares. In addition, there have been 4 sales at an average price of $265.14 for 10,138.00 shares. Based on historical transaction data and MSFT's current price of $498.84, Charles Carroll Financial Partners, LLC's estimated gain on his MSFT holdings is $2.51 Mil, reflecting a 27.54% gain to date.
Charles Carroll Financial Partners, LLC MSFT ($498.84) Holding Chart
Charles Carroll Financial Partners, LLC MSFT ($498.84) 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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