One Wealth Management Investment & Advisory Services, LLC MSFT Holdings History
One Wealth Management Investment & Advisory Services, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, One Wealth Management Investment & Advisory Services, LLC held 12,083.00 shares of Microsoft Corp(MSFT), totaling $4.54 Mil. This investment constitutes 7.51% of their stock portfolio, and One Wealth Management Investment & Advisory Services, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2023Q4. And since then One Wealth Management Investment & Advisory Services, LLC has made 2 purchases of MSFT, at an average price of $356.28, for a total of 120,340.00 shares. In addition, there have been 3 sales at an average price of $426.77 for 108,257.00 shares. Based on historical transaction data and MSFT's current price of $511.70, One Wealth Management Investment & Advisory Services, LLC's estimated gain on his MSFT holdings is $9.51 Mil, reflecting a 22.18% gain to date.
One Wealth Management Investment & Advisory Services, LLC MSFT ($511.70) Holding Chart
One Wealth Management Investment & Advisory Services, LLC MSFT ($511.70) 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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