StoneCrest Wealth Management, Inc. MSFT Holdings History
StoneCrest Wealth Management, Inc.'s Microsoft Corp Holding Summary
As of 2025-03-31, StoneCrest Wealth Management, Inc. held 13,383.00 shares of Microsoft Corp(MSFT), totaling $5.02 Mil. This investment constitutes 3.19% of their stock portfolio, and StoneCrest Wealth Management, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2023Q4. And since then StoneCrest Wealth Management, Inc. has made 3 purchases of MSFT, at an average price of $366.32, for a total of 13,619.00 shares. In addition, there have been 2 sales at an average price of $405.20 for 236.00 shares. Based on historical transaction data and MSFT's current price of $503.32, StoneCrest Wealth Management, Inc.'s estimated gain on his MSFT holdings is $1.84 Mil, reflecting a 36.93% gain to date.
StoneCrest Wealth Management, Inc. MSFT ($503.32) Holding Chart
StoneCrest Wealth Management, Inc. MSFT ($503.32) 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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