IAMS WEALTH MANAGEMENT, LLC MSFT Holdings History
IAMS WEALTH MANAGEMENT, LLC's Microsoft Corp Holding Summary
As of 2025-06-30, IAMS WEALTH MANAGEMENT, LLC held 15,124.00 shares of Microsoft Corp(MSFT), totaling $7.52 Mil. This investment constitutes 3.45% of their stock portfolio, and IAMS WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2022Q4. And since then IAMS WEALTH MANAGEMENT, LLC has made 7 purchases of MSFT, at an average price of $333.74, for a total of 23,085.00 shares. In addition, there have been 3 sales at an average price of $318.74 for 7,961.00 shares. Based on historical transaction data and MSFT's current price of $510.06, IAMS WEALTH MANAGEMENT, LLC's estimated gain on his MSFT holdings is $2.55 Mil, reflecting a 33.06% gain to date.
IAMS WEALTH MANAGEMENT, LLC MSFT ($510.06) Holding Chart
IAMS WEALTH MANAGEMENT, LLC MSFT ($510.06) 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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