Serenus Wealth Advisors, LLC MSFT Holdings History
Serenus Wealth Advisors, LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Serenus Wealth Advisors, LLC held 2,439.00 shares of Microsoft Corp(MSFT), totaling $915,450.00. This investment constitutes 0.15% of their stock portfolio, and Serenus Wealth Advisors, LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $407.71 for 3,048.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Serenus Wealth Advisors, LLC's estimated gain on his MSFT holdings is $149,085.42, reflecting a 6.38% gain to date.
Serenus Wealth Advisors, LLC MSFT ($510.05) Holding Chart
Serenus Wealth Advisors, 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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