Stone Summit Wealth LLC MSFT Holdings History
Stone Summit Wealth LLC's Microsoft Corp Holding Summary
As of 2025-03-31, Stone Summit Wealth LLC held 61,670.00 shares of Microsoft Corp(MSFT), totaling $23.15 Mil. This investment constitutes 7.84% of their stock portfolio, and Stone Summit Wealth LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2021Q4. And since then Stone Summit Wealth LLC has made 4 purchases of MSFT, at an average price of $300.85, for a total of 63,037.00 shares. In addition, there have been 9 sales at an average price of $338.57 for 1,367.00 shares. Based on historical transaction data and MSFT's current price of $503.79, Stone Summit Wealth LLC's estimated gain on his MSFT holdings is $12.57 Mil, reflecting a 66.26% gain to date.
Stone Summit Wealth LLC MSFT ($503.79) Holding Chart
Stone Summit Wealth LLC MSFT ($503.79) 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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