Olde Wealth Management, LLC MSFT Holdings History
Olde Wealth Management, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Olde Wealth Management, LLC held 33,428.00 shares of Microsoft Corp(MSFT), totaling $12.55 Mil. This investment constitutes 4.43% of their stock portfolio, and Olde Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2020Q4. And since then Olde Wealth Management, LLC has made 7 purchases of MSFT, at an average price of $230.49, for a total of 38,337.00 shares. In addition, there have been 9 sales at an average price of $342.27 for 4,909.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Olde Wealth Management, LLC's estimated gain on his MSFT holdings is $9.89 Mil, reflecting a 111.97% gain to date.
Olde Wealth Management, LLC MSFT ($510.05) Holding Chart
Olde Wealth 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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