Core Wealth Partners LLC MSFT Holdings History
Core Wealth Partners LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Core Wealth Partners LLC held 14,696.00 shares of Microsoft Corp(MSFT), totaling $5.52 Mil. This investment constitutes 3.21% of their stock portfolio, and Core Wealth Partners LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2022Q4. And since then Core Wealth Partners LLC has made 8 purchases of MSFT, at an average price of $258.22, for a total of 19,463.00 shares. In addition, there have been 1 sales at an average price of $426.03 for 4,767.00 shares. Based on historical transaction data and MSFT's current price of $510.88, Core Wealth Partners LLC's estimated gain on his MSFT holdings is $4.51 Mil, reflecting a 89.80% gain to date.
Core Wealth Partners LLC MSFT ($510.88) Holding Chart
Core Wealth Partners LLC MSFT ($510.88) 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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