DIVERSIFY WEALTH MANAGEMENT, LLC MSFT Holdings History
DIVERSIFY WEALTH MANAGEMENT, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, DIVERSIFY WEALTH MANAGEMENT, LLC held 47,572.00 shares of Microsoft Corp(MSFT), totaling $18.75 Mil. This investment constitutes 1.39% of their stock portfolio, and DIVERSIFY WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2024Q2. And since then DIVERSIFY WEALTH MANAGEMENT, LLC has made 3 purchases of MSFT, at an average price of $423.25, for a total of 47,572.00 shares. Based on historical transaction data and MSFT's current price of $505.87, DIVERSIFY WEALTH MANAGEMENT, LLC's estimated gain on his MSFT holdings is $3.93 Mil, reflecting a 19.52% gain to date.
DIVERSIFY WEALTH MANAGEMENT, LLC MSFT ($505.87) Holding Chart
DIVERSIFY WEALTH MANAGEMENT, LLC MSFT ($505.87) 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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