Optimist Retirement Group LLC MSFT Holdings History
Optimist Retirement Group LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Optimist Retirement Group LLC held 6,571.00 shares of Microsoft Corp(MSFT), totaling $2.47 Mil. This investment constitutes 1.23% of their stock portfolio, and Optimist Retirement Group LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2023Q4. And since then Optimist Retirement Group LLC has made 3 purchases of MSFT, at an average price of $405.31, for a total of 16,253.00 shares. In addition, there have been 2 sales at an average price of $407.70 for 9,682.00 shares. Based on historical transaction data and MSFT's current price of $505.27, Optimist Retirement Group LLC's estimated gain on his MSFT holdings is $679,962.69, reflecting a 10.32% gain to date.
Optimist Retirement Group LLC MSFT ($505.27) Holding Chart
Optimist Retirement Group 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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