Number of Shares
347.00
Current Holdings Value*
$149,320.00
% of Portfolio
4.53%
Total Estimate Gain
$11.87 Mil
% of Total Estimate Gain
64.03%

SYSTM Wealth Solutions LLC's Microsoft Corp Holding Summary

As of 2024-09-30, SYSTM Wealth Solutions LLC held 347.00 shares of Microsoft Corp(MSFT), totaling $149,320.00. This investment constitutes 4.53% of their stock portfolio, and SYSTM Wealth Solutions LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2022Q4. And since then SYSTM Wealth Solutions LLC has made 2 purchases of MSFT, at an average price of $246.97, for a total of 75,080.00 shares. In addition, there have been 5 sales at an average price of $404.65 for 74,733.00 shares. Based on historical transaction data and MSFT's current price of $503.02, SYSTM Wealth Solutions LLC's estimated gain on his MSFT holdings is $11.87 Mil, reflecting a 64.03% gain to date.

SYSTM Wealth Solutions LLC MSFT ($503.02) Holding Chart

SYSTM Wealth Solutions LLC 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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