SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co MSFT Holdings History
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's Microsoft Corp Holding Summary
As of 2025-03-31, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co held 13,641.00 shares of Microsoft Corp(MSFT), totaling $5.12 Mil. This investment constitutes 5.26% of their stock portfolio, and SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2024Q4. And since then SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co has made 1 purchases of MSFT, at an average price of $415.27, for a total of 13,641.00 shares. Based on historical transaction data and MSFT's current price of $503.02, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's estimated gain on his MSFT holdings is $1.20 Mil, reflecting a 21.13% gain to date.
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co MSFT ($503.02) Holding Chart
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co MSFT ($503.02) 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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