Marietta Wealth Management, LLC MSFT Holdings History
Marietta Wealth Management, LLC's Microsoft Corp Holding Summary
As of 2025-06-30, Marietta Wealth Management, LLC held 47,889.00 shares of Microsoft Corp(MSFT), totaling $23.82 Mil. This investment constitutes 3.11% of their stock portfolio, and Marietta Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2018Q2. And since then Marietta Wealth Management, LLC has made 13 purchases of MSFT, at an average price of $143.20, for a total of 61,923.00 shares. In addition, there have been 16 sales at an average price of $247.59 for 14,034.00 shares. Based on historical transaction data and MSFT's current price of $504.83, Marietta Wealth Management, LLC's estimated gain on his MSFT holdings is $18.78 Mil, reflecting a 211.82% gain to date.
Marietta Wealth Management, LLC MSFT ($504.83) Holding Chart
Marietta Wealth Management, LLC MSFT ($504.83) 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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