Palacios Wealth Management, LLC MSFT Holdings History
Palacios Wealth Management, LLC's Microsoft Corp Holding Summary
As of 2025-06-30, Palacios Wealth Management, LLC held 5,447.00 shares of Microsoft Corp(MSFT), totaling $2.71 Mil. This investment constitutes 2.23% of their stock portfolio, and Palacios Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2024Q4. And since then Palacios Wealth Management, LLC has made 1 purchases of MSFT, at an average price of $426.33, for a total of 5,462.00 shares. In addition, there have been 1 sales at an average price of $407.71 for 15.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Palacios Wealth Management, LLC's estimated gain on his MSFT holdings is $455,759.32, reflecting a 19.57% gain to date.
Palacios Wealth Management, LLC MSFT ($510.05) Holding Chart
Palacios 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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