Number of Shares
4,023.00
Current Holdings Value*
$1.51 Mil
% of Portfolio
1.79%
Total Estimate Gain
$397,593.09
% of Total Estimate Gain
24.24%

OneAscent Investment Solutions LLC's Microsoft Corp Holding Summary

As of 2025-03-31, OneAscent Investment Solutions LLC held 4,023.00 shares of Microsoft Corp(MSFT), totaling $1.51 Mil. This investment constitutes 1.79% of their stock portfolio, and OneAscent Investment Solutions LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2025Q1. Based on historical transaction data and MSFT's current price of $506.54, OneAscent Investment Solutions LLC's estimated gain on his MSFT holdings is $397,593.09, reflecting a 24.24% gain to date.

OneAscent Investment Solutions LLC MSFT ($506.54) Holding Chart

OneAscent Investment Solutions LLC MSFT ($506.54) 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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