Fairhaven Wealth Management, LLC MSFT Holdings History
Fairhaven Wealth Management, LLC's Microsoft Corp Holding Summary
As of 2024-12-31, Fairhaven Wealth Management, LLC held 19,849.00 shares of Microsoft Corp(MSFT), totaling $8.37 Mil. This investment constitutes 2.62% of their stock portfolio, and Fairhaven Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2018Q4. And since then Fairhaven Wealth Management, LLC has made 17 purchases of MSFT, at an average price of $183.84, for a total of 21,944.00 shares. In addition, there have been 6 sales at an average price of $285.44 for 2,095.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Fairhaven Wealth Management, LLC's estimated gain on his MSFT holdings is $6.69 Mil, reflecting a 165.77% gain to date.
Fairhaven Wealth Management, LLC MSFT ($510.05) Holding Chart
Fairhaven Wealth Management, LLC MSFT ($510.05) 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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