ONE WEALTH CAPITAL MANAGEMENT, LLC MSFT Holdings History
ONE WEALTH CAPITAL MANAGEMENT, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, ONE WEALTH CAPITAL MANAGEMENT, LLC held 107,458.00 shares of Microsoft Corp(MSFT), totaling $40.34 Mil. This investment constitutes 21.64% of their stock portfolio, and ONE WEALTH CAPITAL MANAGEMENT, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2024Q4. And since then ONE WEALTH CAPITAL MANAGEMENT, LLC has made 1 purchases of MSFT, at an average price of $425.97, for a total of 107,458.00 shares. Based on historical transaction data and MSFT's current price of $510.05, ONE WEALTH CAPITAL MANAGEMENT, LLC's estimated gain on his MSFT holdings is $9.03 Mil, reflecting a 19.74% gain to date.
ONE WEALTH CAPITAL MANAGEMENT, LLC MSFT ($510.05) Holding Chart
ONE WEALTH CAPITAL MANAGEMENT, LLC MSFT ($510.05) 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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