Heirloom Wealth Management MSFT Holdings History
Heirloom Wealth Management's Microsoft Corp Holding Summary
As of 2025-03-31, Heirloom Wealth Management held 53,554.00 shares of Microsoft Corp(MSFT), totaling $20.10 Mil. This investment constitutes 5.76% of their stock portfolio, and Heirloom Wealth Management now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2021Q4. And since then Heirloom Wealth Management has made 8 purchases of MSFT, at an average price of $301.89, for a total of 58,116.00 shares. In addition, there have been 4 sales at an average price of $391.14 for 4,562.00 shares. Based on historical transaction data and MSFT's current price of $497.41, Heirloom Wealth Management's estimated gain on his MSFT holdings is $10.88 Mil, reflecting a 62.00% gain to date.
Heirloom Wealth Management MSFT ($497.41) Holding Chart
Heirloom Wealth Management MSFT ($497.41) 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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