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 61,639.00 shares of Microsoft Corp(MSFT), totaling $30.66 Mil. This investment constitutes 9.5% 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 10 sales at an average price of $340.67 for 1,398.00 shares. Based on historical transaction data and MSFT's current price of $511.70, Stone Summit Wealth LLC's estimated gain on his MSFT holdings is $13.05 Mil, reflecting a 68.82% gain to date.
Stone Summit Wealth LLC MSFT ($511.70) Holding Chart
Stone Summit Wealth LLC MSFT ($511.70) 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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