Lodestone Wealth Management LLC MSFT Holdings History
Lodestone Wealth Management LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Lodestone Wealth Management LLC held 14,089.00 shares of Microsoft Corp(MSFT), totaling $5.29 Mil. This investment constitutes 2.81% of their stock portfolio, and Lodestone Wealth Management LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2022Q4. And since then Lodestone Wealth Management LLC has made 5 purchases of MSFT, at an average price of $245.04, for a total of 14,602.00 shares. In addition, there have been 4 sales at an average price of $400.75 for 513.00 shares. Based on historical transaction data and MSFT's current price of $495.94, Lodestone Wealth Management LLC's estimated gain on his MSFT holdings is $3.61 Mil, reflecting a 101.03% gain to date.
Lodestone Wealth Management LLC MSFT ($495.94) Holding Chart
Lodestone Wealth Management LLC MSFT ($495.94) 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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