Live Oak Private Wealth LLC MSFT Holdings History
Live Oak Private Wealth LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Live Oak Private Wealth LLC held 41,157.00 shares of Microsoft Corp(MSFT), totaling $15.45 Mil. This investment constitutes 2.5% of their stock portfolio, and Live Oak Private Wealth LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2019Q4. And since then Live Oak Private Wealth LLC has made 10 purchases of MSFT, at an average price of $180.12, for a total of 55,466.00 shares. In addition, there have been 11 sales at an average price of $308.71 for 14,309.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Live Oak Private Wealth LLC's estimated gain on his MSFT holdings is $15.42 Mil, reflecting a 154.33% gain to date.
Live Oak Private Wealth LLC MSFT ($510.05) Holding Chart
Live Oak Private Wealth LLC 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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