Sonoma Private Wealth LLC MSFT Holdings History
Sonoma Private Wealth LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Sonoma Private Wealth LLC held 28,062.00 shares of Microsoft Corp(MSFT), totaling $10.53 Mil. This investment constitutes 14.61% of their stock portfolio, and Sonoma Private Wealth LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2022Q4. And since then Sonoma Private Wealth LLC has made 5 purchases of MSFT, at an average price of $365.15, for a total of 29,194.00 shares. In addition, there have been 4 sales at an average price of $357.47 for 1,132.00 shares. Based on historical transaction data and MSFT's current price of $505.33, Sonoma Private Wealth LLC's estimated gain on his MSFT holdings is $3.92 Mil, reflecting a 36.82% gain to date.
Sonoma Private Wealth LLC MSFT ($505.33) Holding Chart
Sonoma Private Wealth LLC MSFT ($505.33) 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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