OneAscent Family Office, LLC MSFT Holdings History
Number of Shares
12,736.00
Current Holdings Value*
$4.82 Mil
% of Portfolio
4.48%
Total Estimate Gain
$1.26 Mil
% of Total Estimate Gain
24.04%
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 $511.70, OneAscent Family Office, LLC's estimated gain on his MSFT holdings is $1.26 Mil, reflecting a 24.04% gain to date.
OneAscent Family Office, LLC MSFT ($511.70) Holding Chart
OneAscent Family Office, 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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