Olistico Wealth, LLC MSFT Holdings History

Number of Shares
7,605.00
Current Holdings Value*
$3.78 Mil
% of Portfolio
2.1%
Total Estimate Gain
$2.02 Mil
% of Total Estimate Gain
67.41%

Olistico Wealth, LLC's Microsoft Corp Holding Summary

As of 2025-06-30, Olistico Wealth, LLC held 7,605.00 shares of Microsoft Corp(MSFT), totaling $3.78 Mil. This investment constitutes 2.1% of their stock portfolio, and Olistico Wealth, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2022Q4. And since then Olistico Wealth, LLC has made 8 purchases of MSFT, at an average price of $269.37, for a total of 11,111.00 shares. In addition, there have been 2 sales at an average price of $333.12 for 3,506.00 shares. Based on historical transaction data and MSFT's current price of $505.27, Olistico Wealth, LLC's estimated gain on his MSFT holdings is $2.02 Mil, reflecting a 67.41% gain to date.

Olistico Wealth, LLC MSFT ($505.27) Holding Chart

Olistico Wealth, LLC MSFT ($505.27) 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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