Number of Shares
14,355.00
Current Holdings Value*
$5.39 Mil
% of Portfolio
2.25%
Total Estimate Gain
$4.46 Mil
% of Total Estimate Gain
111.68%

Omnia Family Wealth, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Omnia Family Wealth, LLC held 14,355.00 shares of Microsoft Corp(MSFT), totaling $5.39 Mil. This investment constitutes 2.25% of their stock portfolio, and Omnia Family Wealth, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2018Q2. And since then Omnia Family Wealth, LLC has made 12 purchases of MSFT, at an average price of $183.50, for a total of 21,777.00 shares. In addition, there have been 12 sales at an average price of $162.45 for 7,422.00 shares. Based on historical transaction data and MSFT's current price of $505.27, Omnia Family Wealth, LLC's estimated gain on his MSFT holdings is $4.46 Mil, reflecting a 111.68% gain to date.

Omnia Family Wealth, LLC MSFT ($505.27) Holding Chart

Omnia Family 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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