Sendero Wealth Management, LLC MSFT Holdings History
Sendero Wealth Management, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Sendero Wealth Management, LLC held 48,299.00 shares of Microsoft Corp(MSFT), totaling $18.13 Mil. This investment constitutes 2.52% of their stock portfolio, and Sendero Wealth Management, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2021Q4. And since then Sendero Wealth Management, LLC has made 10 purchases of MSFT, at an average price of $321.60, for a total of 53,647.00 shares. In addition, there have been 3 sales at an average price of $383.43 for 5,348.00 shares. Based on historical transaction data and MSFT's current price of $495.88, Sendero Wealth Management, LLC's estimated gain on his MSFT holdings is $8.75 Mil, reflecting a 50.70% gain to date.
Sendero Wealth Management, LLC MSFT ($495.88) Holding Chart
Sendero Wealth Management, LLC MSFT ($495.88) 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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