Occidental Asset Management, LLC MSFT Holdings History
Occidental Asset Management, LLC's Microsoft Corp Holding Summary
As of 2025-06-30, Occidental Asset Management, LLC held 400.00 shares of Microsoft Corp(MSFT), totaling $280.00. This investment constitutes 0% of their stock portfolio, and Occidental Asset Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2014Q2. And since then Occidental Asset Management, LLC has made 24 purchases of MSFT, at an average price of $235.86, for a total of 59,581.00 shares. In addition, there have been 6 sales at an average price of $211.24 for 6,756.00 shares. Based on historical transaction data and MSFT's current price of $510.88, Occidental Asset Management, LLC's estimated gain on his MSFT holdings is $14.36 Mil, reflecting a 102.20% gain to date.
Occidental Asset Management, LLC MSFT ($510.88) Holding Chart
Occidental Asset Management, LLC MSFT ($510.88) 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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