Comprehensive Wealth Management, LLC MSFT Holdings History
Comprehensive Wealth Management, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Comprehensive Wealth Management, LLC held 4,719.00 shares of Microsoft Corp(MSFT), totaling $1.77 Mil. This investment constitutes 1.23% of their stock portfolio, and Comprehensive Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2020Q4. And since then Comprehensive Wealth Management, LLC has made 8 purchases of MSFT, at an average price of $238.94, for a total of 7,639.00 shares. In addition, there have been 9 sales at an average price of $322.08 for 2,920.00 shares. Based on historical transaction data and MSFT's current price of $496.64, Comprehensive Wealth Management, LLC's estimated gain on his MSFT holdings is $1.46 Mil, reflecting a 79.93% gain to date.
Comprehensive Wealth Management, LLC MSFT ($496.64) Holding Chart
Comprehensive Wealth Management, LLC MSFT ($496.64) 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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