Ledge Wealth Management, Inc. MSFT Holdings History
Ledge Wealth Management, Inc.'s Microsoft Corp Holding Summary
As of 2023-12-31, Ledge Wealth Management, Inc. held 9,891.00 shares of Microsoft Corp(MSFT), totaling $3.72 Mil. This investment constitutes 1.45% of their stock portfolio, and Ledge Wealth Management, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2022Q1. And since then Ledge Wealth Management, Inc. has made 4 purchases of MSFT, at an average price of $286.70, for a total of 15,460.00 shares. In addition, there have been 3 sales at an average price of $305.20 for 5,569.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Ledge Wealth Management, Inc.'s estimated gain on his MSFT holdings is $2.31 Mil, reflecting a 52.17% gain to date.
Ledge Wealth Management, Inc. MSFT ($510.05) Holding Chart
Ledge Wealth Management, Inc. MSFT ($510.05) 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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