Magnolia Wealth Management, LLC MSFT Holdings History
Magnolia Wealth Management, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Magnolia Wealth Management, LLC held 3,119.00 shares of Microsoft Corp(MSFT), totaling $1.17 Mil. This investment constitutes 0.84% of their stock portfolio, and Magnolia Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2021Q4. And since then Magnolia Wealth Management, LLC has made 5 purchases of MSFT, at an average price of $363.52, for a total of 4,180.00 shares. In addition, there have been 2 sales at an average price of $317.02 for 1,061.00 shares. Based on historical transaction data and MSFT's current price of $510.58, Magnolia Wealth Management, LLC's estimated gain on his MSFT holdings is $409,353.84, reflecting a 26.94% gain to date.
Magnolia Wealth Management, LLC MSFT ($510.58) Holding Chart
Magnolia Wealth Management, LLC MSFT ($510.58) 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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