Maxwell Wealth Strategies Inc. MSFT Holdings History
Maxwell Wealth Strategies Inc.'s Microsoft Corp Holding Summary
As of 2024-12-31, Maxwell Wealth Strategies Inc. held 21,300.00 shares of Microsoft Corp(MSFT), totaling $8.98 Mil. This investment constitutes 3.67% of their stock portfolio, and Maxwell Wealth Strategies Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2023Q4. And since then Maxwell Wealth Strategies Inc. has made 3 purchases of MSFT, at an average price of $363.79, for a total of 21,849.00 shares. In addition, there have been 1 sales at an average price of $426.03 for 549.00 shares. Based on historical transaction data and MSFT's current price of $511.41, Maxwell Wealth Strategies Inc.'s estimated gain on his MSFT holdings is $3.18 Mil, reflecting a 39.99% gain to date.
Maxwell Wealth Strategies Inc. MSFT ($511.41) Holding Chart
Maxwell Wealth Strategies Inc. MSFT ($511.41) 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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