Foundation Wealth Management, LLC MSFT Holdings History
Foundation Wealth Management, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Foundation Wealth Management, LLC held 3,598.00 shares of Microsoft Corp(MSFT), totaling $1.35 Mil. This investment constitutes 1.06% of their stock portfolio, and Foundation Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2022Q4. And since then Foundation Wealth Management, LLC has made 3 purchases of MSFT, at an average price of $269.87, for a total of 6,510.00 shares. In addition, there have been 6 sales at an average price of $319.14 for 2,912.00 shares. Based on historical transaction data and MSFT's current price of $511.14, Foundation Wealth Management, LLC's estimated gain on his MSFT holdings is $1.01 Mil, reflecting a 57.58% gain to date.
Foundation Wealth Management, LLC MSFT ($511.14) Holding Chart
Foundation Wealth Management, LLC MSFT ($511.14) 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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