Fidato Wealth LLC MSFT Holdings History
Number of Shares
4,625.00
Current Holdings Value*
$1.74 Mil
% of Portfolio
1.33%
Total Estimate Gain
$337,021.05
% of Total Estimate Gain
17.11%
Fidato Wealth LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Fidato Wealth LLC held 4,625.00 shares of Microsoft Corp(MSFT), totaling $1.74 Mil. This investment constitutes 1.33% of their stock portfolio, and Fidato Wealth LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2024Q4. And since then Fidato Wealth LLC has made 2 purchases of MSFT, at an average price of $425.97, for a total of 4,625.00 shares. Based on historical transaction data and MSFT's current price of $498.84, Fidato Wealth LLC's estimated gain on his MSFT holdings is $337,021.05, reflecting a 17.11% gain to date.
Fidato Wealth LLC MSFT ($498.84) Holding Chart
Fidato Wealth LLC MSFT ($498.84) 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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