Lucia Wealth Services, LLC MSFT Holdings History
Lucia Wealth Services, LLC's Microsoft Corp Holding Summary
As of 2020-09-30, Lucia Wealth Services, LLC held 110,559.00 shares of Microsoft Corp(MSFT), totaling $23.25 Mil. This investment constitutes 5.88% of their stock portfolio, and Lucia Wealth Services, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2018Q2. And since then Lucia Wealth Services, LLC has made 5 purchases of MSFT, at an average price of $107.93, for a total of 150,426.00 shares. In addition, there have been 5 sales at an average price of $131.51 for 39,867.00 shares. Based on historical transaction data and MSFT's current price of $498.84, Lucia Wealth Services, LLC's estimated gain on his MSFT holdings is $44.16 Mil, reflecting a 271.98% gain to date.
Lucia Wealth Services, LLC MSFT ($498.84) Holding Chart
Lucia Wealth Services, LLC MSFT ($498.84) 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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