Paladin Wealth, LLC MSFT Holdings History
Number of Shares
7,876.00
Current Holdings Value*
$3.92 Mil
% of Portfolio
3.05%
Total Estimate Gain
$665,437.81
% of Total Estimate Gain
19.82%
Paladin Wealth, LLC's Microsoft Corp Holding Summary
As of 2025-06-30, Paladin Wealth, LLC held 7,876.00 shares of Microsoft Corp(MSFT), totaling $3.92 Mil. This investment constitutes 3.05% of their stock portfolio, and Paladin Wealth, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2024Q3. And since then Paladin Wealth, LLC has made 2 purchases of MSFT, at an average price of $425.58, for a total of 7,891.00 shares. In addition, there have been 1 sales at an average price of $433.34 for 15.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Paladin Wealth, LLC's estimated gain on his MSFT holdings is $665,437.81, reflecting a 19.82% gain to date.
Paladin Wealth, LLC MSFT ($510.05) Holding Chart
Paladin Wealth, 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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