Oxford Wealth Group, LLC MSFT Holdings History
Oxford Wealth Group, LLC's Microsoft Corp Holding Summary
As of 2024-12-31, Oxford Wealth Group, LLC held 9,834.00 shares of Microsoft Corp(MSFT), totaling $4.15 Mil. This investment constitutes 2.68% of their stock portfolio, and Oxford Wealth Group, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2024Q1. And since then Oxford Wealth Group, LLC has made 2 purchases of MSFT, at an average price of $409.28, for a total of 11,671.00 shares. In addition, there have been 1 sales at an average price of $427.47 for 1,837.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Oxford Wealth Group, LLC's estimated gain on his MSFT holdings is $1.02 Mil, reflecting a 21.45% gain to date.
Oxford Wealth Group, LLC MSFT ($510.05) Holding Chart
Oxford Wealth Group, 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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