Oregon Pacific Wealth Management, LLC MSFT Holdings History
Oregon Pacific Wealth Management, LLC's Microsoft Corp Holding Summary
As of 2025-06-30, Oregon Pacific Wealth Management, LLC held 13,298.00 shares of Microsoft Corp(MSFT), totaling $6.61 Mil. This investment constitutes 6.26% of their stock portfolio, and Oregon Pacific Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2024Q4. And since then Oregon Pacific Wealth Management, LLC has made 1 purchases of MSFT, at an average price of $425.77, for a total of 13,523.00 shares. In addition, there have been 1 sales at an average price of $433.34 for 225.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Oregon Pacific Wealth Management, LLC's estimated gain on his MSFT holdings is $1.12 Mil, reflecting a 19.50% gain to date.
Oregon Pacific Wealth Management, LLC MSFT ($510.05) Holding Chart
Oregon Pacific Wealth Management, LLC MSFT ($510.05) 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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