Independent Solutions Wealth Management, LLC MSFT Holdings History
Independent Solutions Wealth Management, LLC's Microsoft Corp Holding Summary
As of 2025-06-30, Independent Solutions Wealth Management, LLC held 22,517.00 shares of Microsoft Corp(MSFT), totaling $11.20 Mil. This investment constitutes 2.19% of their stock portfolio, and Independent Solutions Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2019Q4. And since then Independent Solutions Wealth Management, LLC has made 9 purchases of MSFT, at an average price of $206.56, for a total of 35,847.00 shares. In addition, there have been 13 sales at an average price of $278.30 for 13,330.00 shares. Based on historical transaction data and MSFT's current price of $510.88, Independent Solutions Wealth Management, LLC's estimated gain on his MSFT holdings is $7.81 Mil, reflecting a 105.45% gain to date.
Independent Solutions Wealth Management, LLC MSFT ($510.88) Holding Chart
Independent Solutions Wealth Management, LLC MSFT ($510.88) 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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