Number of Shares
12,736.00
Current Holdings Value*
$4.82 Mil
% of Portfolio
4.48%
Total Estimate Gain
$1.17 Mil
% of Total Estimate Gain
22.24%

OneAscent Family Office, LLC's Microsoft Corp Holding Summary

As of 2025-03-31, OneAscent Family Office, LLC held 12,736.00 shares of Microsoft Corp(MSFT), totaling $4.82 Mil. This investment constitutes 4.48% of their stock portfolio, and OneAscent Family Office, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2024Q4. And since then OneAscent Family Office, LLC has made 1 purchases of MSFT, at an average price of $412.53, for a total of 12,736.00 shares. Based on historical transaction data and MSFT's current price of $504.30, OneAscent Family Office, LLC's estimated gain on his MSFT holdings is $1.17 Mil, reflecting a 22.24% gain to date.

OneAscent Family Office, LLC MSFT ($504.30) Holding Chart

OneAscent Family Office, LLC MSFT ($504.30) 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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