Concentrum Wealth Management MSFT Holdings History
Concentrum Wealth Management's Microsoft Corp Holding Summary
As of 2025-03-31, Concentrum Wealth Management held 16,849.00 shares of Microsoft Corp(MSFT), totaling $6.32 Mil. This investment constitutes 2.34% of their stock portfolio, and Concentrum Wealth Management now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2020Q1. And since then Concentrum Wealth Management has made 16 purchases of MSFT, at an average price of $300.27, for a total of 17,154.00 shares. In addition, there have been 1 sales at an average price of $255.08 for 305.00 shares. Based on historical transaction data and MSFT's current price of $511.70, Concentrum Wealth Management's estimated gain on his MSFT holdings is $3.55 Mil, reflecting a 68.90% gain to date.
Concentrum Wealth Management MSFT ($511.70) Holding Chart
Concentrum Wealth Management MSFT ($511.70) 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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