FULLCIRCLE WEALTH LLC MSFT Holdings History
Number of Shares
15,606.00
Current Holdings Value*
$6.10 Mil
% of Portfolio
2.51%
Total Estimate Gain
$1.41 Mil
% of Total Estimate Gain
21.38%
FULLCIRCLE WEALTH LLC's Microsoft Corp Holding Summary
As of 2025-03-31, FULLCIRCLE WEALTH LLC held 15,606.00 shares of Microsoft Corp(MSFT), totaling $6.10 Mil. This investment constitutes 2.51% of their stock portfolio, and FULLCIRCLE WEALTH LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2024Q2. And since then FULLCIRCLE WEALTH LLC has made 3 purchases of MSFT, at an average price of $421.57, for a total of 15,606.00 shares. Based on historical transaction data and MSFT's current price of $511.70, FULLCIRCLE WEALTH LLC's estimated gain on his MSFT holdings is $1.41 Mil, reflecting a 21.38% gain to date.
FULLCIRCLE WEALTH LLC MSFT ($511.70) Holding Chart
FULLCIRCLE WEALTH LLC 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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