OneAscent Investment Solutions LLC MSFT Holdings History
Number of Shares
4,023.00
Current Holdings Value*
$1.51 Mil
% of Portfolio
1.79%
Total Estimate Gain
$392,483.88
% of Total Estimate Gain
23.93%
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 $505.27, OneAscent Investment Solutions LLC's estimated gain on his MSFT holdings is $392,483.88, reflecting a 23.93% gain to date.
OneAscent Investment Solutions LLC MSFT ($505.27) Holding Chart
OneAscent Investment Solutions LLC MSFT ($505.27) 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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