Number of Shares
52,284.00
Current Holdings Value*
$19.80 Mil
% of Portfolio
1.29%
Total Estimate Gain
$7.11 Mil
% of Total Estimate Gain
20.24%

OneAscent Financial Services LLC's Microsoft Corp Holding Summary

As of 2025-03-31, OneAscent Financial Services LLC held 52,284.00 shares of Microsoft Corp(MSFT), totaling $19.80 Mil. This investment constitutes 1.29% of their stock portfolio, and OneAscent Financial Services LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q2. And since then OneAscent Financial Services LLC has made 12 purchases of MSFT, at an average price of $320.09, for a total of 109,753.00 shares. In addition, there have been 10 sales at an average price of $277.09 for 57,469.00 shares. Based on historical transaction data and MSFT's current price of $503.32, OneAscent Financial Services LLC's estimated gain on his MSFT holdings is $7.11 Mil, reflecting a 20.24% gain to date.

OneAscent Financial Services LLC MSFT ($503.32) Holding Chart

OneAscent Financial Services LLC MSFT ($503.32) 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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